Independent Strategy

Posts by Independent Strategy

US

REPORT » 17th September, 2020 » Future nostalgia

The Fed’s new monetary policy framework looks aggressive in some ways. It allows the FOMC to pursue average inflation targeting…

Global

REPORT » 18th August, 2020 » Pause

Our currency convictions are 1) short USD/long EUR; 2) short BRL, TRY, BRL, INR, IDR) v long EUR; plus 3)…

Europe

REPORT » 21st July, 2020 » EU – deal done

The long-awaited approval of the European Union Recovery Fund marks another seminal step towards closer European integration. Like all of…

Turkey

REPORT » 20th July, 2020 » Rinse, repeat

Turkey’s easy monetary policy stance and domestic credit boom is starting to feed back into higher inflation. But with the…

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