The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy research is available by annual subscription. For details of subscription rates and soft-dollar payments please contact Independent Strategy using the contact form.
- 07/01/05Year of the rooster (Part 1)
- 12/01/05Vietnam: a juvenile tiger
- 13/01/05Year of the rooster (Part 2)
- 26/01/05Asset Allocation: decoupling!
- 26/01/05Currencies: China and dollar's reserve status
- 02/02/05Israel: a peace dividend?
- 10/02/05US: Bush's budget blues
- 15/02/05Global liquidity shift
- 16/02/05Eurozone: labour reform paying dividends
- 23/02/05US - Greenspan's conundrum
- 28/02/05US - a benign adjustment?
- 08/03/05Currencies - the euro versus the yen
- 09/03/05Global: a rock and a hard place
- 22/03/05Global: risk appetite and the Great Carry Trade
- 31/03/05India - riding the elephant
- 05/04/05Asset Allocation - inflation is back!
- 13/04/05Global - bubble psycho and the global savings glut
- 15/04/05Europe - oui or non?
- 15/04/05The Great Carry Trade
- 19/04/05Japan - the China scare
- 20/04/05US - debt risk grows
- 09/05/05Inflation - you ain't seem nothing yet!
- 11/05/05US - withdrawal symptoms
- 12/05/05Canada - judgement day
- 17/05/05South Africa - still a rising star
- 19/05/05Hong Kong - changes to the HK$-linked exchange rate system (HK$ peg)
- 25/05/05Asset Allocation - it's the markets, stupid!
- 26/05/05Currencies - US dollar: a temporary rally
- 01/06/05Global - tired gladiators
- 06/06/05Currencies - the rise of the yen
- 13/06/05US: property - for sale
- 21/06/05Greenspan's conundrum and Bernanke's conviction
- 27/06/05US - housing blueprint
- 06/07/05Emerging Markets - go local!
- 13/07/05Asset Allocation - end of liquidity
- 14/07/05Eurozone - doing hard labour
- 27/07/05Currency Olympics
- 01/08/05US - the terrible twins
- 04/08/05Germany - Merkel's moment
- 10/08/05Austria - reform paradigm
- 17/08/05Goldilocks' dreadlocks
- 24/08/05US - the Fed and the coming housing bust
- 26/08/05Asia - Indonesia & Asian currencies
- 02/09/05Global: the unending paradigm
- 27/09/05Extremis
- 04/10/05Asset Allocation: Nikkei bull
- 10/10/05India: timing the turn
- 11/10/05US: inflation scenarios
- 13/10/05Asset Allocation: the long and the short of it
- 20/10/05US: incredibly shrinking financial assets
- 24/10/05Japan: the decade of equity
- 03/11/05Eurozone: turn for the Euro
- 10/11/05World about turn!
- 11/11/05US: how the Grinch stole Christmas
- 18/11/05Eurozone: its the economy stupid!
- 04/01/05Update: Year of the rooster (Part 1)
- 18/01/05Update - Europe: fully constitutional
- 28/01/05Data Digest - US real GDP report, Q4'04
- 15/02/05Data Digest - Foreign purchases of US securities, Dec'04
- 21/02/05Data Digest - US PPI inflation, Jan'05
- 01/03/05Data Digest - German unemployment, Feb'05
- 20/03/05Data Digest - US CPI inflation, Mar'05
- 22/03/05Update - Europe and the Stability Pact
- 23/03/05Data Digest - US CPI inflation, Feb'05
- 06/05/05Update - UK election
- 06/05/05Data Digest - US non-farm payrolls, Apr'05
- 16/05/05Data Digest - Foreign purchases of US securities, Mar'05
- 23/05/05Update - Germany: getting in the first blow
- 03/06/05Data Digest - US unit labour costs, Q1'05
- 06/06/05Update - Europe: the end of a vision?
- 01/07/05Data Digest - Japan Tankan survey, Jun'05
- 07/07/05Update - UK: London terrorist attacks
- 21/07/05Update - Chinese renminbi revaluation
- 02/08/05Update - Japan: Koizumi to deliver
- 09/08/05Update - Japan's post: returned to sender
- 09/08/05Data Digest - US productivity, Q2'05
- 12/08/05Data Digest - Japan real GDP, Q2'05
- 18/08/05Data Digest - US PPI inflation, Jul'05
- 26/08/05Update - Eurozone: going with the flow
- 31/08/05Data Digest - German unemployment, Aug'05
- 02/09/05Update - US: out of gas?
- 12/09/05Update: Japan - start of a new era
- 19/09/05Update: Election mess
- 30/09/05Data Digest: US personal income and spending, Aug'05
- 25/10/05Update - Bernanke: bullish or bearish?
- 25/10/05Data Digest: German IFO sentiment index, Oct'05
- 04/11/05Data Digest: US non-farm payrolls, Oct'05
- 15/11/05Update: Japan - banking on a sustained recovery
- 16/11/05Data Digest: Foreign purchases of US securities