All Categories - KS Advisory, Switzerland

February 12, 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....
October 1, 2024 · Gold,Yield Curve,Treasuries,Preview
US central bank policy action, reasons and implications From the September 18 Fed FOMC meeting,...
October 1, 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...
June 2, 2024 · BMKHAN KS ADVISORY
Source: B.M.Khan, KS Advisory, June 1, 2024 Funding Belligerence, War, and Oppression? Are...
May 28, 2024 · Belal M Khan - KS Advisory
Acknowledging Limits - Central banks' pursuit of policy purity with regard to R-Star. ...
May 13, 2024 · KS Advsory - Insights
"You have been warned" - Iternational Law Compromised, Again - Implications of US foreign policy...
May 8, 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...
April 9, 2024 · KS Advsory - Insights
    Taking Some Profits, Cutting Risk Exposure Moving Equities to Neutral, Adding to Cash...
April 2, 2024 · Yen,JPY,BoJ,Intervention,Currencies
Too much of anything is not good - Yen's weakness must end KS Advisory - Insights -...
March 18, 2024 · Yen,Japan,BoJ,Secular Inflation
Japan's Secular Inflation Trap Declining Labor Participation Rates and the Wage-Price Spiral ...
March 8, 2024 · Gold,Geopolitics,Secular Inflation,Green Gold
Gold Price Benefits from Global Instability and Multi-Polarity KS Advisory - Insights, March...
March 7, 2024 · Yield Curve,Treasuries,Secular Inflation,Deficit,Bond Supply
US Yield Curve - Risk of Further Steepening KS Advisory - Insights - March 07, 2024 ...
December 1, 2021
This is a piece written in December 2021 while I was the Executive Director, Chief Investment...
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