Ahead of the Herd Archives - Page 10 of 13 - Intelligence Quarterly

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WELCOME TO THE NEW AND IMPROVED INTELLIGENCE QUARTERLY

Are the markets ignoring the collateral damage of the sanctions?

March 1st, 2022 by Nicholas Glinsman

In 1979, there was a clear causal link between foreign policy failures and inflation – sound familiar?

February 28th, 2022 by Nicholas Glinsman

Oil shocks have a history of crashing economies and enabling enemies

February 25th, 2022 by Nicholas Glinsman

The aftermath of the 1973 embargo and its relevance for today

February 24th, 2022 by Nicholas Glinsman

The risks looming for markets, inflation and supply chains from the Ukraine crisis

February 23rd, 2022 by Nicholas Glinsman

This Fed will cap their hikes by the yield of the 5-year US Treasury

February 22nd, 2022 by Nicholas Glinsman

The Transition away from Fed forward guidance leads to much higher volatility

February 18th, 2022 by Nicholas Glinsman

The thinking man’s global asset allocation model

February 16th, 2022 by Nicholas Glinsman

More normal, maybe, but there is a vital asterisk on every forecast

February 15th, 2022 by Nicholas Glinsman

The Fed doesn’t know why or how QE and QT work

February 14th, 2022 by Nicholas Glinsman

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