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Welcome Back! Here's What Moved While You Were Away.
Welcome back from the summer break. In our view, what moved in your absence isn't seven unrelated headlines but one connected regime shift, spanning AI, energy and food, central bank independence, the dollar, and geopolitics and we've pulled it all together in the attached client…
Navigator.
Navigator. The publication of the US National Security Strategy last week might be written off as a Trump rant (on the lines of his UN speech) if it did not name the EU as an enemy to be undermined by US support for extremists. It is hard to see how the US and Europe can…
China Twin Meetings
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.
Russia's Matryoshka Energy Doll Set - The Truth Within The Truth
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.
Common Crises And Un Common Causes
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.
What We Are Doing
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.
Post Pandemic Policy Normalisation And The Tale Of Two Currencies (Or More)
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.
India - On A Slide
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.
Demographics - The Future Is Now
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.
India - Stuck Halfway
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.