Reports Library
Showing All Results
King Canute and the Bond Market
King Canute and the Bond MarketInvestment Conclusion The US Treasury is increasing purchases of long-term Treasuries. The stated objective is to improve liquidity. Nobody is fooled. The aim is to control and lower long term US Treasury yields. The policy is ill advised. It won’t …
The Mind of Miran
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…
The Stable Coin Plot?
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. …
Taiwan & HK: Butterfly Wings & Chaos?
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 USD. …
EU Equities - What Could Go Right
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.
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.
Flashpoints
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.
High Frequency Liquidity Indicators
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.
Asset Allocation The Long and the Short of it
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.
Emerging Markets - Fatal Contradictions
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.