The Mind of Miran The Context. Stephen Miran’s appointment to the Fed is a small but significant step in what is increasingly becoming the creation of an alternative US monetary financial system based on Stable Coin Dominance, Crypto Financing and Monetisation of in... Read More
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20 Jul 25
The Stable Coin Plot?
#Crypto Currency#US Treasuries#Cryptocurrencies#Crypto Assets#US Treasury##US Treasury Yields#Stablecoin#Tether#Circle#Scott Bessent
Executive Summary: The Stable Coin Plot? Stablecoins are the privatisation of money. They have the potential to: • Disrupt traditional banking systems. They can suck deposits out of the banking system leaving significant funding gaps for banks and the “real” economy. ... Read More
06 May 25
Taiwan & HK: Butterfly Wings & Chaos?
#Taiwan#US Dollar#Hong Kong#US Treasuries#Taiwan's Economy.#Hong Kong Dollar#Currency (US Dollar)#US Sovereign Debt#US Tariffs
Taiwan & HK: Butterfly Wings & Chaos? Investment Conclusion. The Taiwanese dollar (TWD) and the Hong Kong dollar (HKD) are under upward pressure. There are idiosyncratic reasons for this delved into below. But the real culprit is the fall of confidence in the... Read More
04 Dec 23
EU Equities - What Could Go Right
#Strategy Archive#Equities#US Treasuries#Global Equities#European Union#Market Perception#Independent Strategy Report#European Underperformance#Ukraine War#ECB Stance#European Consumer#Interest Rate Policy#Taiwan Straits#South China Sea#Strategic Position#Long Bonds
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 Mar 21
Lagarde Unleashed
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 Jul 16
Flashpoints
#Finance#EU#Politics#France#Markets#Euro#Strategy Archive#Spain#Gold#Italy#US Dollar#United States#Banking Crisis#Hungary#US Treasuries#Global Equities#Brexit#Portugal#South China Sea#Australian Sovereigns#EM Assets#Pound
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 Dec 07
High Frequency Liquidity Indicators
#Finance#Strategy Archive#Economic Growth#Credit Crisis#European Central Bank#Federal Reserve#US Treasuries#Corporate Bond Markets#Credit Auctions
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 Oct 05
Asset Allocation The Long and the Short of it
#Yen#Japan#JGBs#Strategy Archive#Dollar#Eurozone#Equities#Gold#Bonds#Long Positions#Short Positions#US Treasuries#Funds
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
26 Jun 03
Emerging Markets - Fatal Contradictions
#Strategy Archive#Economy#Equities#Debt#Interest Rates#Bonds#US Treasuries#Foreign Exchange#Capital Costs#Reflationary Scenarios#Deflationary Scenarios#AAA Corporate Debt#EMBI+ 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 Jan 03
Global - And All That
#Asia#Oil#Geopolitics#Taiwan#Iraq#Strategy Archive#Australia#Equities#Debt#Gold#New Zealand#Malaysia#North Korea#US Treasuries#Deflation#EU Bonds
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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