This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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02 Mar 23
Spring Of Discontent
#Trade#Oil#Gas#Monetary Policy#Japan#Strategy Archive#Equities#Bank of Japan#Inflation#Commodities#United States#Grains#Bonds (JGBs)#Europe (Mentioned as "EM" - Emerging Markets implies
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
04 Jan 23
Mirrored Mistakes
#Politics#Russia#Oil Prices#Strategy Archive#Economy#Equities#Commodities#Corruption#Global Politics#Military#Foreign Exchange Markets#Forecasting#Multipolarity#Bonds (Treasury & JGBs)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
12 Sep 22
Russia - Collapse And Caps
#Finance#EU#Oil#Politics#Russia#Ukraine#Strategy Archive#Economy#Commodities#Government#Chaos#Embargo#Military#Invasions#Resistance
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Jul 22
Food - The War Commodity
#Russia#Ukraine#Strategy Archive#Commodities#Exports#Agriculture#Grain Prices#Oilseed Prices#Speculation#Global Recession#Food Supplies#Cotton Consumption#Consumers.
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
18 Jun 22
Agro Commodities - A Hedge Against Tightening Liquidity
#Ukraine#Strategy Archive#Bond Markets#Interest Rates#Commodities#Liquidity#Afghanistan#Agriculture#Hedge#Equity markets#Food security#Tightening
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
08 Jun 22
The Broken Plate
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
29 Mar 22
For A Handful Of Dollars
#Russia#Ukraine#Euro#Strategy Archive#Commodities#European Union#Autocracies#Dollar System#Reserve Currencies
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
23 Feb 22
Putin's Primer
#Politics#Russia#Ukraine#Putin#Strategy Archive#Europe#Commodities#Bonds#Equity markets#NATO#Denuclearization#Territory#Sphere of Influence#Media#Hedging
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
14 Feb 22
More Agro
#Sanctions#Russia#Ukraine#Strategy Archive#Climate Change#Commodities#Agriculture#Wheat#Food Prices#Trade.#Grains#US Department of Agriculture#Crop Harvests#Grain Stocks
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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