Economies will overheat. Worst in the US (but UK and Australia in tow). This will start a two year equity…
Posts by Independent Strategy
Over-leveraging in the financial sector in Mainland China market is a concern to the authorities for both economic and political reasons
Network: RTHK Radio 3 Money Talk
Australia has emerged as one of the more successful countries in fending off Covid. Geography played its part. But equally,…
Putting all my asset allocation ideas together is just that: herding cats. They do not hang together with the seamless…
With Draghi running the country, Italy will be led by a heavyweight. He is highly respected on the global scene…
We have been long copper this year, as the quick economic recovery in China boosted global demand, while the Covid…
The thought occurred to me that it is very odd the way Covid has been evolving. The news abounds about…
You may remember that a person from Porlock interrupted Coleridge’s composition of the oneiric poem Kubla Khan. My person from…
Equities are the most vulnerable asset class to vaccine wars. The euro is perhaps the most vulnerable rich-country currency. All…
Bitcoin and its ilk are loved and loathed. In many eyes these are fabricated assets and hold only fictional value.…
Germany’s CDU has a new leader. But the vexed question of who will become the centre-right’s candidate to succeed Angela…
Markets care about stimulus but not much about Covid. They look through the Covid data. But this is wrong. Covid…
The latest WASDE report by the US Department of Agriculture supports our long position in wheat. There is further upside…
We are looking to Italy to see the re-emergence of populism and a sovereign debt crisis which would hit the…
There will rarely be a year when macro events hold greater sway. Our macro outlook: US 10-year Treasury yields will…
Many Democrat senators align with the Republicans’ fiscal policy and President Joe Biden could face pressure from his own camp if he were to increase taxes
Network: RTHK Radio 3 Money Talk
This week kicks off a momentous political year in Germany, culminating in the federal election in September and subsequent retirement…
A short while ago Quantum Economics was written (15 December 2020). It sparked numerous conversations and comments from clients, commentators…
The Brexit deal is a major economic negative for the UK. The cost will become progressively apparent rather than result…
Fiscal stimulus helps alleviate a deficit in demand, without which the economic crisis could be worse
Network: RTHK Radio 3 Money Talk
