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23 Jun 24
IS Le Dounut Francais (1)
#EU#Politics#France#Germany#Strategy Archive#Economy#Europe#Italy#European Central Bank (ECB)
03 Jun 24
South Africa The Beginning Of The End
#Elections#Politics#Markets#Strategy Archive#Economy#Inequality#Corruption#Government policy#Unemployment#Patronage
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
28 May 24
Taiwan - Operation Sword...And So To Bed 28.05.
#Asia#Trade#Politics#China#Strategy Archive#Economy#United States#Military#Defence#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
24 May 24
QT Vs QE - The Nature Of Asymmetry
#Monetary Policy#Central Banks#Strategy Archive#Economy#Liquidity#Global Crisis#Governance#Financial markets#Quantitative Easing#Quantitative 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
17 May 24
China Real Estate - No Bazooka
#Finance#China#Markets#Strategy Archive#Economy#Bonds#Government Intervention#Real Estate
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 Mar 24
Boj - As Expected
#Finance#Monetary Policy#Japan#Strategy Archive#Economy#Bank of Japan#Banking#USD)
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 Mar 24
The Global Manuservices Economy - Investment Themes
#US#China#Strategy Archive#Economy#Manufacturing#Labour Market#Defence#Software
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
06 Mar 24
China Twin Meetings
#Finance#Asia#Security#Politics#China#Markets#Strategy Archive#Economy#Governance#India#Globalization
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
06 Mar 24
China's 'Twin Meetings' - The Big Flop
#Finance#Politics#China#Strategy Archive#Economy#Hong Kong#International Relations#Social Policy#Human Rights#Security Law#People's Bank of China
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
06 Mar 24
The ECB - Has It Killed The Golden Goose
#Central Banks#ECB#Germany#Strategy Archive#Economy#Europe#Inflation#Rates#Growth Rate#Federal Reserve#Currency (Euro)
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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