All Categories - KS Advisory, Switzerland

Constitutional Crises or Fiscal Reforms, US Sovereign Credit Rating, A Looming Risk?

12. Februar 2025 · Constitution,Crisis,Bonds,Treasury,Elon
Constitutional crises are critical events that can significantly impact sovereign credit ratings....

Constitutional Crises or Fiscal Reforms, US Sovereign Credit Rating, A Looming Risk?(Copy)

12. Februar 2025 · Preview
Constitutional crises are critical events that can significantly impact sovereign credit ratings....

US central bank policy action, reasons and implications(Copy)

1. Oktober 2024 · Gold,Yield Curve,Treasuries,Preview
US central bank policy action, reasons and implications From the September 18 Fed FOMC meeting,...

When Giants Move

1. Oktober 2024
Investors and asset managers must contemplate the spillover effects and reverberations that will...

NATO Dependency: Stifling EU Invention and Innovation for Decades

19. Juni 2024
While the creation ofthe NATO Innovation Fund (NIF) is a welcomed development it is miniscule and...

EU elections and the EURO Currency

11. Juni 2024
 

    Funding Belligerence, War, and Oppression  

2. Juni 2024 · BMKHAN KS ADVISORY
Source: B.M.Khan, KS Advisory, June 1, 2024 Funding Belligerence, War, and Oppression? Are...

Acknowledging Limits

28. Mai 2024 · Belal M Khan - KS Advisory
Acknowledging Limits - Central banks' pursuit of policy purity with regard to R-Star. ...

A New Era: Russia - China Partnership - Deepening the Comprehensive Partnership and Strategic Cooperation Entering a New Era Historic Document, English Translation

27. Mai 2024
A New Era: Russia – China Partnership Must Read Document - We believe this is a Must Read...

'You have been warned.'*

13. Mai 2024 · KS Advsory - Insights
"You have been warned" - Iternational Law Compromised, Again - Implications of US foreign policy...

Reducing Exposure - Election Risk & Rising Uncertainty

8. Mai 2024 · KS Advisory - Monthly Letter
Summary - We anticipate a heightened level of uncertainty, especially geopolitical uncertainty,...

The Imperative for Intellectually Astute & Morally Firm Political Leadership in Today's Complex World

1. Mai 2024 · KS Advsory - Insights
New Type of Political Leadership Needed The Imperative for Intellectually Astute & Morally Firm...

Taking Some Profits, Cutting Risk Exposure

9. April 2024 · KS Advsory - Insights
    Taking Some Profits, Cutting Risk Exposure Moving Equities to Neutral, Adding to Cash...

Too much of anything is not good - Yen's weakness must end

2. April 2024 · Yen,JPY,BoJ,Intervention,Currencies
Too much of anything is not good - Yen's weakness must end KS Advisory - Insights -...

Japan's Secular Inflation Trap

18. März 2024 · Yen,Japan,BoJ,Secular Inflation
Japan's Secular Inflation Trap Declining Labor Participation Rates and the Wage-Price Spiral ...

Gold Price Benefits from Global Instability and Multi-Polarity

8. März 2024 · Gold,Geopolitics,Secular Inflation,Green Gold
Gold Price Benefits from Global Instability and Multi-Polarity KS Advisory - Insights, March...

US Yield Curve - Risk of Further Steepening

7. März 2024 · Yield Curve,Treasuries,Secular Inflation,Deficit,Bond Supply
US Yield Curve - Risk of Further Steepening KS Advisory - Insights - March 07, 2024 ...

Ideologically Aligned Economic Blocks

1. November 2022
 

The Great Transformation

1. Dezember 2021
This is a piece written in December 2021 while I was the Executive Director, Chief Investment...
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