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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

30th January, 2024 » Four calls  NEW

We are staying out of Chinese equities; switching from agro to industrial metals; long oil and gas; and holding defence…

Global

28th November, 2023 » Dearly beloved …

The new doctrine of self-exoneration and supply-side inflation guilt means that central bankers will not raise rates any more and…

Global

24th November, 2023 » Double Dutch

The victory of Geert Wilders’ Freedom Party (PVV) in this week’s Netherlands election follows a familiar pattern. Electorates across Europe…

Global

27th October, 2023 » Dark clouds

Our forecast has been for a long war of attrition with Ukraine holding its own and wearing down the Russians.…

China

15th August, 2023 » Debt inflation

China’s property sector implosion is worsening and credit growth is falling. The economy is entering a debt deflation trap. We…

Global

25th July, 2023 » It’s not Goldilocks

Are the developed economies entering a ‘sweet spot’, a Goldilocks economy where ‘normal’ inflation resumes, interest rates fall, economic growth…

Spain

24th July, 2023 » Spanish fandango

Spain’s snap election over the weekend proved inconclusive. While the centre-right Partido Popular came out on top they failed to…

Global

17th July, 2023 » Weighing wheat

It looks like this time Putin may be serious about pulling out of the grain deal. Together with El Nino/global…

Europe

29th June, 2023 » From populism to power

There’s an important change in political trajectory in Europe. So-called extremist parties are gaining power and office in Europe’s governments.…

Russia

24th June, 2023 » Russian coup

This is definitely an attempted Prigozhin/Wagner coup against Shoigu and Gerasimov and indirectly Putin. Our view is that this coup…

Global

22nd May, 2023 » Banking Monitor

Since the beginning of the current crisis, bank deposits have fallen $390bn, while borrowing from the Fed and other sources…

Global

8th May, 2023 » Banking Monitor

The Federal Reserve raised its policy rate again last week and indicated that any fall in the rate was unlikely…

Global

1st May, 2023 » Banking Monitor

The imminent sell-off of First Republic Bank is another chapter in the banking crisis. There was large outflow of deposits…

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