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.

Viewing 1 - 50 of 85
US

17th September, 2020 » Future nostalgia  NEW

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

US

16th September, 2020 » The blank sheet  NEW

It is hard to say much about the upcoming US elections. Biden is so bland as to be much like…

US

17th October, 2019 » Warning signs

The length of a cycle does not necessarily condemn it. Indeed, the recent trend in developed markets has been towards…

China

26th April, 2019 » , , Trade thunks

We think there will be several effects from a US-China trade deal. These span import substitution, from a probable increase in US sales to China, including technology imports which will actually make it easier for China to meet its “Made in China” goals.

US

1st March, 2018 » Debt and the dollar

The tax reform bill and fiscally expansive budget will boost GDP in the shorter-run, but the changes don’t do much…

In the Media