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Global Choke Points: Oil, Grain and the Rising Risk to Trade
Four maritime choke points are disrupting global trade at once: Middle East oil shipments have collapsed to 3.1mn bpd from 17mn bpd in three weeks, while the MoLoCHKa offensive and Panama Canal restrictions put roughly 22% of global grain trade at risk. This note maps the suppl…
US - SVB Collapse - A Smell Of Doom
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.
China - Star Wars Have No Winners
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.
Capital Punishment
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.
Oh Dear Oh Dear Come Uppances In The Credit Crisis Part One Capital Protectionism
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.
Data Digest US Retail Sales and import price 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.
New Monetarism and the currency accelerator
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.
China - The Next Wave
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.
US - Will US Private Sector Leverage Bring The Equity Market Crashing Down
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.