Global Strategy

A 'non-trivial' risk of a US debt default

It is said that 'the road to hell is paved with good intentions', and this potential political and banking policy accident is a great...

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Time's up for small banks

The SVB collapse is just one of many signs that time is up for small banks. In the past fortnight we have enjoyed the spectacle of...

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Portfolio of research forecasts for 2023

Photo by Janko Ferlic One of the benefits of being an expert witness business in finance is that you get to read and consider a wide...

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2022: A review of a pivotal(?) year

Photo by anja. on Unsplash 2022 was an unforgettable year, for all the wrong reasons, but one that could prove to be a major turning...

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Multi-decade shift in paradigm?

The November 2 statement by the Federal Reserve was engaging, but we think the crowd missed the most important cue that could have...

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Is the Bitcoin rush simply an illusion?

Millions of people have bought into the idea that crypto currencies can make them rich, but are these just fake booms that will...

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What is money: Ancient Money

Fierce debate about the nature and value of money, the likes of which we haven't seen in decades or arguably centuries, is occurring...

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Central banks, the digital dollar and resistance from banks

Fumbling and stumbling through the crypto jungle, central banks and policy makers are facing resistance to the idea of a digital dollar...

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What is a Blockchain and why will it change the world?

We explain in accessible terms why there is such a furore around the emerging Blockchain technologies. In a brief note, readers will...

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Bitcoin is the solution to excess wealth

A well considered piece in Barrons, by Marc Chandler of Bannockburn Global Forex argues that the emergence of crypto assets is a natural...

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