How US "Exceptionalism", and the bull market in the US$ and US equities are linked. Since just before the invasion of Ukraine in 2022, foreigners' holdings of US financial assets has risen from US$ 20 trn. to US$ 30 trn. Of this increase 10% was down to increased holding by ... Read More
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02 Aug 24
Autumn Sonata
#Finance#EU#China#US Election#Trump#Yen#Euro#Strategy Archive#Sovereign Debt Crisis#USD#Credibility#Market Predictions#Equity Bear Market#CNH#Growth Gap#2035
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
02 May 24
Central Bank Update
#Yen#Germany#US Federal Reserve#Strategy Archive#Inflation#USD#European Central Bank#EUR#Renminbi#Treasury Securities
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
17 Nov 23
The Economics Of The Grayzone
#EU#Trade#China#Strategy Archive#USD#Capital Flows#International Relations#Reserves#Grayzone Alliances
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
01 Jun 23
The Gray Zone - Mapping Events
#China#Russia#Ukraine#Strategy Archive#Economy#Growth#Strategy#USD#War#Nuclear Weapons#Militarisation
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
02 Feb 23
Central Banks And Goldilocks
#Yen#Strategy Archive#Dollar#Equities#Gold#Interest Rates#Bonds#Bank of England#USD#European Central Bank#Rates#Federal Reserve#Market Sentiment#Automatic Rate Hikes
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
25 Apr 22
China - The Predictable Fate Of The Yuan Pegasus
#Finance#China#Strategy Archive#COVID-19#Exchange Rates#USD#Exports#Real Estate#Capital Flows#Renminbi (RMB)#Yuan#SGD#AUD#Economic Policies#Multiplier Effects#Economic Disruption.
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
09 Jan 22
Russia - Putin's Modest Proposal
#US#Security#Energy#Gas#Politics#Russia#Ukraine#Markets#Putin#Biden#Strategy Archive#Europe#Commodities#USD#NATO#War#Coal
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
15 Aug 21
Afghanistan Matters
#China#Russia#Strategy Archive#Equities#USD#Credibility#Biden administration#Investments#Treasuries#Norway#Krona#Afghanistan
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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