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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02 Mar 22
Putin’S Morass And Mind
#Sanctions#Politics#Russia#Ukraine#Putin#Strategy Archive#Economy#Growth#Inflation#Business#War#Military#Congestion
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
01 Mar 22
Low Expectations Of An Inflationary World
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
25 Feb 22
Russia Sanctions — No Killer Apps
#Technology#Sanctions#Politics#China#Russia#Ukraine#Putin#Taiwan#Strategy Archive#United States#Europe (EU)#Telecommunications#Regime
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
23 Feb 22
Putin's Primer
#Politics#Russia#Ukraine#Putin#Strategy Archive#Europe#Commodities#Bonds#Equity markets#NATO#Denuclearization#Territory#Sphere of Influence#Media#Hedging
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
20 Feb 22
From Russia With War
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
14 Feb 22
More Agro
#Sanctions#Russia#Ukraine#Strategy Archive#Climate Change#Commodities#Agriculture#Wheat#Food Prices#Trade.#Grains#US Department of Agriculture#Crop Harvests#Grain Stocks
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
14 Feb 22
Notes To Myself
#Politics#Monetary Policy#Russia#Ukraine#Strategy Archive#Economy#COVID-19#Inflation#Commodities#Governance#Tightening#Pandemics#Global Policy#Pharmaceuticals#Energy Exports
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
08 Feb 22
US - When Temporary Turns Permanent
#Strategy Archive#Economy#Fiscal Policy#Inflation#Interest Rates#Pandemic#Consumer Demand#Federal Reserve#Labour Market#Asset Markets
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
04 Feb 22
ECB - A Big Shift
#Euro#Strategy Archive#Bond Yields#US Dollar#Global Markets#European Central Bank#Banking#Inflation Target#Policy Shift#Stance#Instruments#Economic Risks#Ukraine Invasion
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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