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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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…


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…


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.…


15th December, 2022 » Three in one

The Fed, the ECB, and the BoE all increased their policy interest rates by 50bp. That was as expected. Relative…


6th December, 2022 » China’s Covid easing

China’s zero-Covid policy has reached its limits. The intention is gradually to relax restrictions while efforts to improve vaccination rates,…


5th December, 2022 » Done wandering

Wandering through Ukraine, Saudi Arabia, China, Iran, Russia, the EU and the future: reconstruction for Ukraine; Saudi-China alliance; China’s COVID…


4th November, 2022 » Oil to boil

We are adding long oil to the portfolio again. This report explains why. Russia will disrupt the oil market rather…


27th September, 2022 » In Truss no trust

Our short sterling position is now closed. GBP has hit our USD1.05 target. Now it is about 3c above that…


26th September, 2022 » Buongiorno Giorgia!

Giorgia Meloni scored a spectacular electoral victory in Italy. Italians have the first directly elected government in a decade with…

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