Independent Strategy

Reports - Full Archive

The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.

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Eurozone

10th February, 2017 » Alive and kicking

Europe faces key elections this year. Uncertainty about the outcomes with the possibility of populist parties winning is driving up…

Global

14th November, 2016 » Trump l’Oeil

The reaction of financial markets to Trump’s election is explainable by expectations of tax cuts and rising fiscal spending. This…

Global

25th October, 2016 » Autumn dirge

Free capital, like free water, is never going to be used productively. So it should be no surprise that central…

Global

11th October, 2016 » Pivot Point

It is time to take out insurance against a gradual ending of central bank largesse. Sovereign bond yield curve steepeners…

Global

6th October, 2016 » The Gordonian Knot

Robert Gordon’s gloomy hypothesis of perpetually slow economic growth looks credible at first glance, but on closer examination it is…

Global

20th September, 2016 » The Anger Factor

The global anger vote will have lasting effects on politics and, with it, the long-term economic outlook. It is reshaping…

UK

2nd September, 2016 » UK – no opposition

The post-Brexit Conservative government in the UK under Theresa May has a clear run in negotiating with the EU over…

Global

11th July, 2016 » Flashpoints!

This is one of those moments in history when politics matter as much as economics for financial markets. The rise…

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