Independent Strategy

Views Reports by Country

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.

Viewing 1 - 50 of 572
Global

3rd May, 2022 » The cost of War  NEW

The dialogue about Ukraine is set to widen to include the issue of economic resources and how they will be…

Global

19th April, 2022 » Kinder egg

This report discusses the four key variables that lead us to be: 1.Long agricultural commodities, gold and strategic metals; 2.Long…

Global

15th March, 2022 » New world (dis)order

What will the post-conflict world look like? What lies beyond the immediate “Warcession” discussed yesterday? This short piece describes the…

Global

7th March, 2022 » The war logic

Equity markets are likely to continue to go lower. The US dollar will be stronger. Commodity prices will stay high.…

Global

14th February, 2022 » More agro

The latest World Agricultural Supply and Demand Estimates (WASDE) report by the US Department of Agriculture (USDA) continues to support…

Global

14th February, 2022 » Notes to myself

Four things in case I forget… Russia, the structural demand shift to manufactured goods, synchronised monetary tightening and Covid. All…

Global

27th January, 2022 » Bottom’s up

More than 90% of the world’s transoceanic data traffic travels in cables at the bottom of the sea. Satellites carry…

Global

13th December, 2021 » Warm Santa images

Christmas mines images from childhood. There is one in my mind that is more like Chirico than Santa. The colours…

Global

11th October, 2021 » The door to where?

Supply-chain disruptions have many “local” causes but they generate global crises. Many are durable. They seem to have come together…

Global

29th September, 2021 » The coming togetherness

Current stress points in the global economy, like supply-side disruptions, have idiosyncratic causes but all point in one direction: the…

Global

22nd September, 2021 » Binary warfare

Cyberwarfare remains a significantly underappreciated threat. Its dangers are numerous, even absent of a full-blown conflict between the major powers.…

Global

17th September, 2021 » Biking to conclusions

Disruption of supply chains will have significant effects on current global growth, inflation and equity margins. But it goes beyond…

Global

13th July, 2021 » Ready or not

While the spread of the Delta variant is concentrated in healthy young adults in the developed economies, and vaccination coverage…

Global

6th July, 2021 » Saw tooth

This is about the shape of the economic cycle. The pandemic has created a new cycle: the ‘saw tooth’. We…

In the Media