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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28th July, 2017 » Vox Populi

There isn’t a ‘one size fits all’ model for populism. It’s hard to identify in advance why social pressures morph…


12th July, 2017 » The Gods of war

The US mainland is now potentially in range of North Korea’s growing nuclear arsenal. Diplomacy is past its sell-by date,…


2nd May, 2017 » Renzi returns

Our positive view of the Eurozone is predicated upon the rejection of populism in pending EU elections. The political developments…


7th March, 2017 » The greenback and EM FX

We have argued that the greenback’s multi-year bull-run might last a couple more months. But it is over or ending.…


10th February, 2017 » Alive and kicking

Europe faces key elections this year. Uncertainty about the outcomes with the possibility of populist parties winning is driving up…


14th November, 2016 » Trump l’Oeil

The reaction of financial markets to Trump’s election is explainable by expectations of tax cuts and rising fiscal spending. This…


25th October, 2016 » Autumn dirge

Free capital, like free water, is never going to be used productively. So it should be no surprise that central…


11th October, 2016 » Pivot Point

It is time to take out insurance against a gradual ending of central bank largesse. Sovereign bond yield curve steepeners…


6th October, 2016 » The Gordonian Knot

Robert Gordon’s gloomy hypothesis of perpetually slow economic growth looks credible at first glance, but on closer examination it is…

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