Independent Strategy

Posts by Independent Strategy

Global

REPORT » 5th June, 2019 » Duller dollar

Expectations for easier US monetary policy are taking the wind from the dollar’s sails. These market changes reflect the worsening…

Spain

REPORT » 29th April, 2019 » Por una cabeza

Pedro Sanchez’ gamble to call a snap election paid off. His PSOE has become the biggest party in parliament, its share of the vote at least 10% points ahead of any other. Yet one is left with a lingering sense of fragmentation, especially on the right.

China

REPORT » 26th April, 2019 » , , Trade thunks

We think there will be several effects from a US-China trade deal. These span import substitution, from a probable increase in US sales to China, including technology imports which will actually make it easier for China to meet its “Made in China” goals.

Global

REPORT » 6th March, 2019 » Capital punishment?

Global activity is on the back foot. World trade has been weakening for months and the economic soft patch has turned into a more prolonged slowdown, certainly in Europe and Asia.

Spain

REPORT » 19th February, 2019 » Spanish f(ar)-right

The collapse of Spain’s centre-left government has sounded the alarm bells. The country will now go to the polls in April, its fourth election in eight years. However, this does not mean populist parties are about to take over.

Global

REPORT » 14th February, 2019 » Tight-anic

Despite positive noises on wages from both the Fed and the ECB there is little sign we’re returning to the…

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