Independent Strategy

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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.

Report Regions
Viewing 1 - 50 of 249
Europe

7th October, 2019 » , Ad-Blues

The ongoing slump in German industrial activity isn’t likely to end soon. Many of the problems are structural and result…

Global

23rd May, 2019 » Horse trading

The populists might get 30% of the vote in the European Parliamentary elections, but that will translate into just above…

Spain

29th April, 2019 » Por una cabeza

Pedro Sanchez’ gamble to call a snap election paid off. His PSOE has become the biggest party in parliament, its share of the vote at least 10% points ahead of any other. Yet one is left with a lingering sense of fragmentation, especially on the right.

Eurozone

8th March, 2019 » Contradictions

Faltering growth and undershooting inflation expose the contradictions of the ECB’s current policy approach. Despite Draghi’s insistence, they remain well…

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.

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…

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…

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…

Eurozone

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…

Eurozone

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…

UK

2nd September, 2016 » UK – no opposition

The post-Brexit Conservative government in the UK under Theresa May has a clear run in negotiating with the EU over…

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