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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US

17th October, 2019 » Warning signs  NEW

The length of a cycle does not necessarily condemn it. Indeed, the recent trend in developed markets has been towards…

China

26th April, 2019 » , , Trade thunks

We think there will be several effects from a US-China trade deal. These span import substitution, from a probable increase in US sales to China, including technology imports which will actually make it easier for China to meet its “Made in China” goals.

Global

23rd October, 2015 » A short paper on everything

About this economic recovery, four things strike. First, services (“intangibles”) are ticking along nicely, but manufacturing is a disaster. Second, developed markets…

Global

3rd July, 2014 » The Big ‘Un

As inflation rises global capital will be repriced.  The process will start in the US, though the UK may be…

Global

7th January, 2014 » Sol y sombre

Growth in the global economy will initially be quite powerful over the first half of 2014, driven by the US,…

In the Media