Independent Strategy

Posts by Independent Strategy

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…

Special Post: Umbrella Idea

REPORT » 11th January, 2019 » Special Post: Umbrella IdeaEnd of the ICE age

There have been various points of blame for weak auto sales. The most under-appreciated input has been technological innovation, as…

Global

REPORT » 18th December, 2018 » Star Wars

America’s trade conflict with China reflects two things. First, the angst of a declining US power. Second, the ego-centric conflict…

In the Media