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A New Strategic Equilibrium?

QS Team ·03 Oct 2026

QS argues that markets are mistaking the suppression of symptoms for the resolution of underlying tensions, from Treasury buybacks to US-China dialogue. The defining feature of the next cycle may be not declining risk, but rising lethality.

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The Tomorrow of Financial Repression

Strategy Report ·David Roche ·02 Jun 2026

The Tomorrow of Financial Repression Nationalist Economic Policies, Protectionism and Financial Repression are usually three peas in a historical pod. We have the first two peas. This piece checks if there are incipient signs of the third, Financial Repression, being o…

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