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

29th September, 2021 » The coming togetherness  NEW

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

US

23rd September, 2021 » Playing to your audience  NEW

The Fed might have moved closer to exiting the emergency measures implemented to counter the pandemic, but the FOMC still…

Global

22nd September, 2021 » Binary warfare  NEW

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

China

20th September, 2021 » A testing moment  NEW

The AUKUS agreement will deepen the cold war with China. And it has repercussions in the EU and for US…

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.…

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…

Taiwan

22nd June, 2021 » Recycling riches

The jump in Taiwan’s already large external surpluses is not a one-off increase that will be corrected. Demand for the…

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…

Global

1st April, 2021 » Addicted to stuff

People obsess about post-Covid debt. But the reality, as the pandemic begins to wane, is that private sector balance sheets…

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