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WELCOME TO THE NEW AND IMPROVED INTELLIGENCE QUARTERLY

THE WEEK THAT WAS & THE WEEK AHEAD – April 3, 2022


April 3rd, 2022 by Nicholas Glinsman

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New Keynesian central bankers are dangerously close to pushing us into a recession


April 1st, 2022 by Nicholas Glinsman

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Have financial conditions really tightened?


March 31st, 2022 by Nicholas Glinsman

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Where to look in the markets for economic predictive indicators – probably not equities


March 30th, 2022 by Nicholas Glinsman

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The equity market needs to ask is whether Powell will prove more Arthur Burns than Paul Volcker


March 29th, 2022 by Nicholas Glinsman

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Has Will Smith just slapped the Japanese Yen?


March 28th, 2022 by Nicholas Glinsman

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THE WEEK THAT WAS & THE WEEK AHEAD – March 27, 2022


March 27th, 2022 by Nicholas Glinsman

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Given Ukraine and implications thereof, investing in stocks is to trust to luck rather than judgment


March 25th, 2022 by Nicholas Glinsman

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Could it be that the Japanese Yen is the best inflation hedge?


March 24th, 2022 by Nicholas Glinsman

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The current contradictions of the US & world economy are about to come home to roost


March 23rd, 2022 by Nicholas Glinsman

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Authors

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  • Alessandro Ponzetto (115)
  • Giovanni Battista Ponzetto (4)
  • Joseph Wang (1)
  • Leo Nelissen (79)
  • Nicholas Glinsman (148)
  • Patrick Perret-Green (7)
  • Editorial Team (277)
  • Tracy Shuchart (26)
  • Velina Tchakarova (1)

Recent Posts

  • US & Americas Political Macro Commentary – December 14, 2021
  • A dive into the commodities markets, upon which we have been bullish since April 2020
  • The Pacific Influence War – Part 5
  • Europe Macro & Geopolitical Commentary – May 27, 2022
  • Asia Pacific Macro – May 27, 2022
  • Mr Market is punishing those growth companies that did well in the pandemic

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