Independent Strategy

Reports - Full Archive

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

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…

Spain

24th July, 2023 » Spanish fandango

Spain’s snap election over the weekend proved inconclusive. While the centre-right Partido Popular came out on top they failed to…

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…

Europe

29th June, 2023 » From populism to power

There’s an important change in political trajectory in Europe. So-called extremist parties are gaining power and office in Europe’s governments.…

Russia

24th June, 2023 » Russian coup

This is definitely an attempted Prigozhin/Wagner coup against Shoigu and Gerasimov and indirectly Putin. Our view is that this coup…

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…

Global

6th March, 2023 » Nuclear renaissance

Nuclear power is back. Nuclear is the most geopolitically stable and environmentally-friendly way out of the energy crisis in Europe.…

In the Media