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15 Jan 19
China - Winter Woes And Unknown Unknowns
#Finance#China#Trump#Monetary Policy#Xi#Strategy Archive#GDP#Fiscal Policy#US-China Relations#Consumer Spending#PBoC (People's Bank of China)#Trade War#Domestic Confidence#Private Sector Investment#Tax Cuts#Stimulus Packages#Unknown Unknowns#SOEs (State-Owned Enterprises).
29 Sep 16
China - The Xi Puzzle
#Finance#Politics#China#Leadership#Strategy Archive#Debt#Credit#Consumer Spending#President Xi Jinping#Economic Reform#Financial Leverage#Crisis Risk#Politburo Standing Committee.
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
07 Aug 13
Japanese Moment
#Politics#Japan#Strategy Archive#Efficiency#Consumer Spending#Government Policies#Taxes#Labor Market#Quality#Liberal Democratic Party#Public Services#New Komeito
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
20 Jun 12
Eurozone Makinghayin
#Politics#Strategy Archive#Economy#Fiscal Policy#Interest Rates#Consumer Spending#Business Investment#Competitiveness#Europe Inc#World Exports
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 Jan 12
Alternatives
#China#Central Banks#Strategy Archive#Economy#Europe#Government Debt#Financial Assets#Global Markets#Liquidity#Banking System#Bearish Scenario#Sovereign Debt Crises#Household debt#Bank debt#Consumer Spending
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
11 Aug 09
US Employment - Signs Of Recovery
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
13 Jul 07
Taiwan Turningpositive
#Asia#Politics#Strategy Archive#Economy#Investment#Interest Rates#Exports#Consumer Spending#Independence
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
27 Mar 07
Data Digest German IFO business climate index
#Trade#Strategy Archive#Economy#Consumer Spending#Retail Trade#Europe (Germany)#Business Climate Index
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
07 Mar 07
Oecdinventorydragupdate
#Central Banks#Strategy Archive#Economy#Growth#Housing#Liquidity#Consumer Spending#Demand#Stocks#Inventory#Resource Gap#Tightening Mode
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
20 Feb 07
Japan - The end of the carry trade and the little green men in the night
#Monetary Policy#Central Banks#Yen#Japan#Strategy Archive#Consumer Spending#Currency Markets#Financial Institutions#Exporters
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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