All Categories - KS Advisory, Switzerland

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

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

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

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

NATO Dependency: Stifling EU Invention and Innovation for Decades

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

EU elections and the EURO Currency

11 de junio de 2024
 

    Funding Belligerence, War, and Oppression  

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

Acknowledging Limits

28 de mayo de 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 de mayo de 2024
A New Era: Russia – China Partnership Must Read Document - We believe this is a Must Read...

'You have been warned.'*

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

Reducing Exposure - Election Risk & Rising Uncertainty

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

Taking Some Profits, Cutting Risk Exposure

9 de abril de 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 de abril de 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 de marzo de 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 de marzo de 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 de marzo de 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 de noviembre de 2022
 

The Great Transformation

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