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

6th March, 2019 » Capital punishment?

Global activity is on the back foot. World trade has been weakening for months and the economic soft patch has turned into a more prolonged slowdown, certainly in Europe and Asia.

There is an assumption that demography is a slow-burn theme that can be filed away for the long term. But working age populations are already shrinking in many of the major economies.

Spain

19th February, 2019 » Spanish f(ar)-right

The collapse of Spain’s centre-left government has sounded the alarm bells. The country will now go to the polls in April, its fourth election in eight years. However, this does not mean populist parties are about to take over.

Global

14th February, 2019 » Tight-anic

Despite positive noises on wages from both the Fed and the ECB there is little sign we’re returning to the…

Special Report: Umbrella Idea

11th January, 2019 » Special Report: Umbrella IdeaEnd of the ICE age

There have been various points of blame for weak auto sales. The most under-appreciated input has been technological innovation, as…

Global

18th December, 2018 » Star Wars

America’s trade conflict with China reflects two things. First, the angst of a declining US power. Second, the ego-centric conflict…

Eurozone

14th December, 2018 » Europe adrift

Europe is suffering from a noxious combination of slowing growth and rising political risk. It also has a central bank…

UK

16th November, 2018 » Mediocrity exposed

This is not a report that tries to divine its way through the UK’s shambolic political scene. Instead, it examines…

Italy

14th September, 2018 » Rejecting reality

Rising bond yields might have forced the populist Italian government to moderate its tone ahead of next year’s budget, but…

Special Report: Umbrella Idea

3rd August, 2018 » Special Report: Umbrella IdeaTechnology – saviour or curse?

It’s undeniable that we’re living in an epoch of technological transformation. And one that is unprecedented in history. With the…

Japan

17th July, 2018 » Behind the Shōji

The buoyant Japanese labour market is finally generating some wage pressure. But Japanese demographics have created a structural demand deficit…

Iran

11th May, 2018 » Back to the brink

President Trump’s withdrawal from the Iranian nuclear deal was expected, but that doesn’t make it less of a gamble. The…

Global

9th April, 2018 » Carry on?

The merits of our carry trade basket have faded over the past 12 months. There remains a yield pick-up in…

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…

Italy

14th February, 2018 » Scooting the wave

The Italian elections are unlikely to deliver a thumping victory to any party. That’ll leave a government with a weak…

Germany

13th February, 2018 » When needs must

To remain as German Chancellor for another term, Angela Merkel has had to make serious concessions. The most important of…

In the Media