All Categories - KS Advisory, Switzerland

12 février 2025 · Constitution,Crisis,Bonds,Treasury,Elon
Constitutional crises are critical events that can significantly impact sovereign credit ratings....
Constitutional crises are critical events that can significantly impact sovereign credit ratings....
1 octobre 2024 · Gold,Yield Curve,Treasuries,Preview
US central bank policy action, reasons and implications From the September 18 Fed FOMC meeting,...
1 octobre 2024
Investors and asset managers must contemplate the spillover effects and reverberations that will...
While the creation ofthe NATO Innovation Fund (NIF) is a welcomed development it is miniscule and...
Source: B.M.Khan, KS Advisory, June 1, 2024 Funding Belligerence, War, and Oppression? Are...
28 mai 2024 · Belal M Khan - KS Advisory
Acknowledging Limits - Central banks' pursuit of policy purity with regard to R-Star. ...
13 mai 2024 · KS Advsory - Insights
"You have been warned" - Iternational Law Compromised, Again - Implications of US foreign policy...
8 mai 2024 · KS Advisory - Monthly Letter
Summary - We anticipate a heightened level of uncertainty, especially geopolitical uncertainty,...
New Type of Political Leadership Needed The Imperative for Intellectually Astute & Morally Firm...
9 avril 2024 · KS Advsory - Insights
    Taking Some Profits, Cutting Risk Exposure Moving Equities to Neutral, Adding to Cash...
2 avril 2024 · Yen,JPY,BoJ,Intervention,Currencies
Too much of anything is not good - Yen's weakness must end KS Advisory - Insights -...
18 mars 2024 · Yen,Japan,BoJ,Secular Inflation
Japan's Secular Inflation Trap Declining Labor Participation Rates and the Wage-Price Spiral ...
8 mars 2024 · Gold,Geopolitics,Secular Inflation,Green Gold
Gold Price Benefits from Global Instability and Multi-Polarity KS Advisory - Insights, March...
7 mars 2024 · Yield Curve,Treasuries,Secular Inflation,Deficit,Bond Supply
US Yield Curve - Risk of Further Steepening KS Advisory - Insights - March 07, 2024 ...
1 décembre 2021
This is a piece written in December 2021 while I was the Executive Director, Chief Investment...
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