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.

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Global

11th October, 2021 » The door to where?

Supply-chain disruptions have many “local” causes but they generate global crises. Many are durable. They seem to have come together…

China

4th October, 2021 » Beyond Evergrande

Evergrande might be insolvent, but its liabilities look digestible for the many mouths of the Chinese state. Clamping down on…

Global

29th September, 2021 » The coming togetherness

Current stress points in the global economy, like supply-side disruptions, have idiosyncratic causes but all point in one direction: the…

Global

22nd September, 2021 » Binary warfare

Cyberwarfare remains a significantly underappreciated threat. Its dangers are numerous, even absent of a full-blown conflict between the major powers.…

Global

17th September, 2021 » Biking to conclusions

Disruption of supply chains will have significant effects on current global growth, inflation and equity margins. But it goes beyond…

Germany

31st August, 2021 » Change is good

The CDU/CSU will lose the next election. So after 16 years of rule Germany will finally get a new government.…

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…

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…

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