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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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
17 Oct 19
US - Warning Signs
#Strategy Archive#Economy#Fiscal Policy#Debt#Interest Rates#Bonds#Equity markets#Labour Market#Business Cycle#Commodities (Gold)
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
19 Sep 18
Inverted Pyramids Always Topple
#Finance#US#Trade#Protectionism#Politics#Markets#Strategy Archive#Inflation#Equity markets#Profitability#Global Growth
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
05 Apr 18
Protectionism - Beyond The Macro
#US#Trade#Technology#Protectionism#Strategy Archive#Economy#Dollar#Inflation#Interest Rates#Equity markets#War
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 Mar 13
Pushing Back The Manufacturing Revival Update
#Politics#Strategy Archive#Economy#Fiscal Policy#Growth#Italy#Manufacturing#Equity markets#Metals#Capital Goods#Industrial Sector#Bases#Exposure
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 Apr 11
QE - Una Muerte Bien Prevista
#Monetary Policy#Strategy Archive#Dollar#Interest Rates#Equity markets#Federal Reserve#QE#Currency Trades#Rising Inflation
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 10
Europe - Twin Track EMU
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
05 Dec 08
High Frequency Liquidity Indicators
#Finance#Central Banks#Strategy Archive#Credit Crisis#Equity markets#Housing Market#Credit Insurance#Quantitative Easing#Bank Lending#Debt Issuance#Corporate Credit Markets
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 Jul 08
The Coming Big'un
#Energy#China#Recession#Strategy Archive#Economy#Debt#Growth#Inflation#Commodities#Equity markets#Bank Capital
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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