Independent Strategy

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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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Global

13th May, 2024 » 3 in 1  NEW

Fragmentation of trade and world order go hand in hand and are set to worsen. China will not help the…

Global

30th January, 2024 » Four calls

We are staying out of Chinese equities; switching from agro to industrial metals; long oil and gas; and holding defence…

Global

28th November, 2023 » Dearly beloved …

The new doctrine of self-exoneration and supply-side inflation guilt means that central bankers will not raise rates any more and…

Global

24th November, 2023 » Double Dutch

The victory of Geert Wilders’ Freedom Party (PVV) in this week’s Netherlands election follows a familiar pattern. Electorates across Europe…

Global

27th October, 2023 » Dark clouds

Our forecast has been for a long war of attrition with Ukraine holding its own and wearing down the Russians.…

Global

25th July, 2023 » It’s not Goldilocks

Are the developed economies entering a ‘sweet spot’, a Goldilocks economy where ‘normal’ inflation resumes, interest rates fall, economic growth…

Global

17th July, 2023 » Weighing wheat

It looks like this time Putin may be serious about pulling out of the grain deal. Together with El Nino/global…

Global

22nd May, 2023 » Banking Monitor

Since the beginning of the current crisis, bank deposits have fallen $390bn, while borrowing from the Fed and other sources…

Global

8th May, 2023 » Banking Monitor

The Federal Reserve raised its policy rate again last week and indicated that any fall in the rate was unlikely…

Global

1st May, 2023 » Banking Monitor

The imminent sell-off of First Republic Bank is another chapter in the banking crisis. There was large outflow of deposits…

Global

24th April, 2023 » Banking Monitor

With the immediate liquidity crisis over, the Fed has now returned to cutting its balance sheet, mainly through reductions in…

Global

17th April, 2023 » Banking monitor

The banking crisis in March appears to be over, according to the latest April data from the Federal Reserve. But…

Global

10th April, 2023 » Banking Monitor

Total borrowing by banks from the Fed fell back a little last week and the Fed resumed its tightening mode.…

Global

3rd April, 2023 » Banking monitor

The banking panic subsided a little in the week ending 31 March. But investor confidence in the banks remains low…

Global

27th March, 2023 » Banking Monitor

US commercial bank borrowing from the Federal Reserve facilities continued to rise last week, while deposits continued to move out…

In the Media