Indendent Strategy

Tuesday 7th September 2010

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.

  • 05/01/06
    Political Flashpoints
  • 09/01/06
    Asset Allocation: Japan returns
  • 19/01/06
    The year of the dog and its bedside reading
  • 23/01/06
    New Zealand - sad track
  • 24/01/06
    US - forget the dollar
  • 02/02/06
    India: infrastructure, infrastructure, infrastructure
  • 03/02/06
    Other worlds
  • 06/02/06
    Equity enigma
  • 08/02/06
    The coming energy confrontation
  • 24/02/06
    The property paradigm
  • 09/03/06
    Japan - back to domestics
  • 10/03/06
    Liquidity pyramid
  • 20/03/06
    Europe: plenty of firepower
  • 06/04/06
    Iran: a military showdown
  • 06/04/06
    Commodities - softly does it
  • 10/04/06
    Asset Allocation: rising cost of capital
  • 25/04/06
    China - farewell to falling prices
  • 26/04/06
    New Monetarism
  • 11/05/06
    Japan - carry on the yen
  • 16/05/06
    Liquidity and risk appetite
  • 19/05/06
    Inflation that matters
  • 06/06/06
    Latin America divided?
  • 07/06/06
    US Fed policy in uncertain times - the spirit of '73
  • 08/06/06
    US corporate profits - as good as it gets
  • 08/06/06
    Latin America - don't cry for me, reform
  • 09/06/06
    Wither, hither, dither and the black hole
  • 22/06/06
    US - the burden of debt
  • 27/06/06
    Japan and Eurozone - decoupling again
  • 04/07/06
    Emerging Markets - a bursting bubble
  • 12/07/06
    Asset Allocation - the long slow grind
  • 25/07/06
    Volatility - a two-way street
  • 26/07/06
    Middle East - the containable confrontation
  • 27/07/06
    Japan - hidden hit to JGBs
  • 08/08/06
    US - chicken and egg of recession and inflation
  • 14/08/06
    Middle East - the proxy war
  • 15/08/06
    US - dry dollar dust
  • 16/08/06
    Eurozone - the productivity gap
  • 01/09/06
    Monitoring Liquidity - after the sell-off
  • 11/09/06
    China - barriers to global takeover
  • 03/10/06
    Autumn fruitlessness
  • 12/10/06
    Triple witching
  • 13/10/06
    Asset Allocation - liquidity and bursting bubbles
  • 01/11/06
    New Monetarism and the Currency Accelerator
  • 28/11/06
    A soft landing?
  • 29/11/06
    Commodities - food, glorious food!
  • 04/12/06
    Germany - vaulting VAT fears
  • 06/12/06
    US - labouring over profits
  • 07/12/06
    Latin America - populism versus progress
  • 25/01/06
    Data Digest: German IFO business climate index - Jan'06
  • 25/01/06
    Data Digest: US existing home sales - Dec'05
  • 27/01/06
    Data Digest: US real GDP report, Q4'05
  • 03/02/06
    Data Digest: US non-farm payrolls, Jan'06
  • 27/02/06
    Update: New Zealand - in the firing line
  • 10/03/06
    Update: Japan - liquidity coming home
  • 13/03/06
    Trading Turns - short Eurozone bonds
  • 13/03/06
    Picture This! BRIC's growing importance in global expansion
  • 16/03/06
    Data Digest: Foreign purchases of US securities - Jan'06
  • 21/03/06
    Picture This! The yen: due for a turn
  • 21/03/06
    Data Digest: French real personal consumption - Feb'06
  • 27/03/06
    Data Digest: US home sales - Feb'06
  • 28/03/06
    Data Digest: German IFO business climate index - Feb'06
  • 31/03/06
    Data Digest: Japan unemployment rate - Feb'06
  • 31/03/06
    Picture This! Slowing global growth ahead
  • 03/04/06
    Data Digest: Japan Tankan survey - Mar'06
  • 19/04/06
    Update: China - the stock market, IPOs and the renminbi
  • 26/04/06
    Update: German IFO
  • 27/04/06
    Update: China - interest rate hike
  • 04/05/06
    Data Digest: US non-farm productivity - Q1'06
  • 11/05/06
    Picture This! Saudi bubble bursts
  • 12/05/06
    Picture This! Malaysian ringgit
  • 17/05/06
    Data Digest: US CPI inflation - Apr'06
  • 22/05/06
    Update: New Monetarism and volatility
  • 31/05/06
    Data Digest: German retail sales - Apr'06
  • 15/06/06
    Data Digest: US CPI - May'06
  • 26/06/06
    Picture This! US property market and personal spending
  • 27/06/06
    Data Digest: German IFO business climate index - Jun'06
  • 27/06/06
    Picture This! New Zealand and South Africa
  • 29/06/06
    Data Digest: German unemployment and machinery orders
  • 03/07/06
    Data Digest: Japan Tankan survey - Jun'06
  • 19/07/06
    Data Digest: US CPI - Jun'06
  • 25/07/06
    Data Digest: US existing home sales - Jun'06
  • 27/07/06
    Data Digest: German GFK consumer confidence index
  • 01/08/06
    Data Digest: German unemployment rate
  • 14/08/06
    Data Digest: German real GDP - Q2'06
  • 16/08/06
    Data Digest: US CPI - Jul'06
  • 23/08/06
    Data Digest: US existing home sales - Jul'06
  • 30/08/06
    Data Digest: US revised Q2'06 GDP report
  • 05/09/06
    Data Digest: US house price index - Q2'06
  • 06/09/06
    Picture This! US unit labour costs
  • 20/09/06
    Update: Thailand - the old order strikes back
  • 21/09/06
    Update: Amaranth - collateral damage
  • 28/09/06
    Data Digest: German unemployment rate - Sep'06
  • 29/09/06
    Update: Commodities - the end of a story?
  • 13/10/06
    Data Digest: US retail sales - Sep'06
  • 17/10/06
    Picture This! Soft commodities
  • 02/11/06
    Data Digest: US non-farm productivity - Q3'06
  • 03/11/06
    Data Digest: US non-farm payrolls - Oct'06
  • 08/11/06
    Update: US mid-term clarion call
  • 14/11/06
    Data Digest: Japan and Eurozone real GDP - Q3'06
  • 23/11/06
    Data Digest: German Nov Ifo and Q3'06 real GDP
  • 29/11/06
    Data Digest: US revised Q3'06 GDP report
  • 19/12/06
    Update: Thai debacle
  • 19/12/06
    Data Digest: German Ifo business climate index - Dec'06