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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US

9th August, 2021 » Sustaining the recovery

US growth should remain robust. While government transfers continue to be pared back, the resurgence of the service sector will…

Global

13th July, 2021 » Ready or not

While the spread of the Delta variant is concentrated in healthy young adults in the developed economies, and vaccination coverage…

Global

6th July, 2021 » Saw tooth

This is about the shape of the economic cycle. The pandemic has created a new cycle: the ‘saw tooth’. We…

Taiwan

22nd June, 2021 » Recycling riches

The jump in Taiwan’s already large external surpluses is not a one-off increase that will be corrected. Demand for the…

Global

16th June, 2021 » The virtuous game

While the green revolution continues to gather steam, there is still a high degree of procrastination going on. The radical…

Global

3rd June, 2021 » Testing prejudice

Some things are clear. Lasting stimulus, particularly in the US, will keep demand above what the supply-side was traditionally capable…

Global

1st April, 2021 » Addicted to stuff

People obsess about post-Covid debt. But the reality, as the pandemic begins to wane, is that private sector balance sheets…

Europe

12th March, 2021 » Lagarde unleashed

The ECB might not have changed policy rates or increased its QE programme, but the significance of yesterday’s policy tweaks…

Germany

10th March, 2021 » Green power

Germany’s Green party looks set to be the big winner of upcoming state elections. The outcome may also influence the…

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