newsletter

05 Sep 2026

Hormoz Strait: Reopening is Not Restarting or Why it Will Take 5 Years for Oil Flows to Normalize Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.231 Hormoz Strait: Reopening is Not Restarting or Why it Will Take 5 Years for Oil Flows to Normalize 5th September 2026 Summary · This is a summary of a report by Karl W Mil .....

03 Sep 2026

Why Russia Wins Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.230 Why Russia Wins 3rd September 2026 Click To Read Article Attached is an article written by our friend Peter Hanseler, a Swiss lawyer who has lived in Moscow for many years and who knows his way around the traps there. The article states clearly that Russia winning the war a .....

02 Sep 2026

Biggest Oil Deal in World History Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.229 Biggest Oil Deal in World History 2nd September 2026 What follows is a summary of a piece written by Karl Miller that appeared in Larry Summer’s piece on 30th August entitled ‘Feedstock is not Fuel: Why Venezuelan Crude Cannot Fix the Diesel and Jet Shortage’ The Preside .....

01 Sep 2026

The Interplay: Jackson Hole, Iran and Ukraine Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 228 The Interplay: Jackson Hole, Iran and Ukraine 1st September 2026 At first glance nothing could be further from sight than an interplay between Wyoming, Tehran and Kiev but they are in fact linked by a common thread. Wars are inflationary and so is US monetary pol .....

28 Aug 2026

The Entropy Trap by Mickey Maini Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 227 The Entropy Trap by Mickey Maini 28th August 2026 We have twice previously sent out pieces by Mickey. The first was details of his book, The Entropy Trap, and the second was a piece he wrote on China following on a report which we had written on the country coming to similar c .....

28 Aug 2026

Global Impact of Distillate Shortages Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities 1. Summary · When a real energy expert who expresses his views only to his clients decides to go public with them, it underscores how serious the shortages of diesel, jet fuel, fertilizers and other distillates are to the US and global economies.. · &nb .....

25 Aug 2026

Iran: The Future of Iran Joining Saudi Arabia, Pakistan and Turkey in the Mecca Alliance Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 225 Iran: The Future of Iran Joining Saudi Arabia, Pakistan and Turkey in the Mecca Alliance 25th August 2026 “What is actually taking shape is not a Sunni Alliance against Iran. It is the first load-bearing beam of the po .....

22 Aug 2026

Copper: An Update Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.224 Copper: An Update 21st August 2026 Introduction LME copper prices at over $14,000 are a bet on Washington imposing tariffs on imported cathodes and on future cathode demand exceeding future supply. In June last year, the ITC determined after consulting the industry that tariffs were detrimental to the domest .....

19 Aug 2026

Iran: Its Importance to Global Credit Markets Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 223 Iran: Its Importance to Global Credit Markets 19th August 2026 “We are presently several years into what could easily (and will likely) become the biggest credit bust in history, and possibly world history, with the A1 bubble being the biggest capex boom i .....

15 Aug 2026

Inflation Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 222 Inflation 15th August 2026 Introduction The level of inflation has important implications not just for households but for governments whose debt exceeds their GDP. The four major economies, America, the EU, China and Japan have a combined GDP of around $63.4 trillion but a combined government debt .....

13 Aug 2026

China by Mickey Maine Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 221 China by Mickey Maine 13th August 2026 The web page below is a report on China written by our friend Mickey Maini the author of ‘The Entropy Trap’. What stirred our interest is that Mickey is writing about how China is preparing for a siege, but he arrives at that conclusion from a s .....

12 Aug 2026

Middle East: Thinking Out of The Box Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 220 Middle East: Thinking Out of The Box 12th August 2026 “The history of relations between Turkey and Iran can be dated back to the sixteenth century, when two competing imperial systems, the Ottomans and the Safavids, consolidated their rulership over their respective coun .....

10 Aug 2026

The New Security Pact: Saudi Arabia, Pakistan, Turkey, Egypt For Iran – Friend or Foe Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.219 The New Security Pact: Saudi Arabia, Pakistan, Turkey, Egypt For Iran – Friend or Foe “Taken together, these four countries combine a rare mix of strategic assets; economic influence, religious legitimacy, military capa .....

06 Aug 2026

Copper Prices – MEA Culpa Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 218 Copper Prices – MEA Culpa 6th August 2026 - Introduction We have been wrong in predicting falling copper prices, but right in forecasting market surpluses. In the first five months of this year the global market for refined copper was in a surplus o .....

03 Aug 2026

Iran: Peace or Prelude for Renewed War? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 217 Iran: Peace or Prelude for Renewed War? 3rd August 2026 “MBS held a call with President Trump to discuss ‘the necessity of prioritizing dialogue to de-escalate tensions and the importance of exerting all possible efforts to achieve a truce that paves the way for dip .....

01 Aug 2026

The Summer When Peace Died – Peter Hanseler Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 216 The Summer When Peace Died – Peter Hanseler 1st August 2026 The following is an article by our good friend Peter Hanseler who writes a regular geo-blog from his home in Moscow. We found this article interesting because it lays out why the wars over Ukraine and .....

01 Aug 2026

The Middle East: Is This the start of a Regional War? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.215 The Middle East: Is This the start of a Regional War? 1st August 2026 “In the coming wars with Iran, the threat will increase tenfold to the point of a complete loss of the ability to intercept Iranian ballistic missiles. These missiles are expected to hi .....

31 Jul 2026

The Future is Turmoil: The Refuge is Gold Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 214 The Future is Turmoil: The Refuge is Gold 31st July 2026 The following text was prepared for vongreyerz.gold and is being circulated with their permission. For further information about vongreyerz.gold please contact jan.baltensweiler@vongreyerz.gold The Future is Tur .....

29 Jul 2026

Silver: Some Comments from China Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 213 Silver: Some Comments from China 28th July 2026 Introduction We do not pretend to know much about silver so we cannot tell what we heard from friends in China will have any impact on the precious metal’s price momentum. Here it is anyway. .....

24 Jul 2026

Wars & Sequential Shocks Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 212 Wars & Sequential Shocks Good day everyone. I am just back from a week’s break at a resort outside Fujairah just two hours’ drive from Dubai where I live. The first hour is boring with nothing but desert on either side of the road but the second is lovely as you driv .....

22 Jul 2026

The World: A Sequence of Events Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 211 The World: A Sequence of Events 22nd July 2026 “Together these two engines, strategic and revenge escalations, create a far more dangerous conflict than most commentary recognizes. Even if military operations temporarily slow, the strategic and political incentives driving es .....

12 Jul 2026

Wars & Markets Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 210 Wars & Markets “Moscow’s patience is running thin as drones, missiles, flight disruptions and fuel shortages increasingly affect civilians in Russia. It is not Ukraine that is bringing the war to Moscow, but rather Europe as Kiev is incapable of conducting attacks without foreign ai .....

08 Jul 2026

Middle East Renewed Conflict – Global Implications Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.209 Middle East Renewed Conflict – Global Implications 8th July 2026 “A series of powerful strikes against Iran to impose heavy costs for targeting and attacking commercial shipping crewed by innocent civilians in an international waterway.” US Central Com .....

03 Jul 2026

World Oil & Product Prices – Part II Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 208 World Oil & Product Prices – Part II 3rd July 2026 1. Introduction The funeral for the late Supreme Leader is scheduled for tomorrow (Saturday) with mourning lasting for six days. There are fears that Israel may be crazy enough to use the week .....

02 Jul 2026

World Oil and Product Prices: The Future Pain Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.207 World Oil and Product Prices: The Future Pain July 2nd, 2026 1. Summary · Iran is playing the long game; America wants a quick resolution. There will be no early settlement of the negotiations between the .....

25 Jun 2026

Global Economy Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 206 Global Economy 25th June 2026 Below is a transcript of a discussion on the global economy, and we thank VON GREYERZ for the opportunity to talk about the global economy. If you want to protect your wealth with physical gold outside the banking system visit vongreyerz.gold or else .....

22 Jun 2026

Iran Defeats the US - Reflections Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 208 Iran Defeats the US - Reflections June 22nd, 2026 Attached is a report from our friend Peter Hanseler in Moscow which is well worth reading for anyone interested in the rising power of Iran to a level that Iran has not experienced in decades if not centuries. ht .....

15 Jun 2026

Iran-US: Is a deal to be signed or not? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 204 Iran-US: Is a deal to be signed or not? 15th June 2026 A Memorandum of Understanding (MOU) is a non-binding document that outlines the terms and intentions of a mutual agreement between parties, serving as a preliminary step toward a formal contract. This MOU is betwee .....

12 Jun 2026

Iran: To Deal or Not to Deal with America? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 203 Iran: To Deal or Not to Deal with America? June 12th, 2026 “The Nasdaq 100 now has a higher return over the past ten years than: Japan in the 1980s, the Dow in the Roaring 20s, and the S&P in the 1950s”. Ben Carlson, Commentator, June 2026 “The problem is .....

02 Jun 2026

Iran, China, Russia versus America & HR Allies Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 202 Iran, China, Russia versus America & HR Allies June 2nd, 2026 Our Conclusions · The risk of America attacking Iran once again is very real but the consequences for the world economy would be dire because Ir .....

27 May 2026

The Beijing Economic Summit – Part II Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.201 The Beijing Economic Summit – Part II May 27th, 2026 “Acting on instructions from President Vladimir Putin, Sergey Lavrov notified the US side that the Armed Forces of Russia, acting in response to the Kiev’s regime continued terrorist attacks on civilians and civi .....

25 May 2026

FORUM GEOPOLITICA Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Our good friend Peter Haensler, a Swiss living in Moscow founded a geopolitical newsletter called FORUM GEOPOLITICA which is read widely across the world. This particular article below called, ‘Is 1914 Repeating Itself’ is especially relevant to the state of the world today. As an introduction to this article he writes, ‘I am a Swiss living in .....

24 May 2026

Russia/China – Joint Declaration Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.199 Russia/China – Joint Declaration May 24, 2026 “This is it. The Russia-China strategic partnership, the leaders in the process of Eurasia integration, the leaders of the multipolar bodies BRICS and the SCO have formerly endorsed and boosted the drive towards multipolarity .....

17 May 2026

The Entropy Trap: What Physics Knows that Markets Don’t Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 198 The Entropy Trap: What Physics Knows that Markets Don’t May 17th , 2026 - Introduction This is a book to be published this week written by Mickey Maini. Mickey manages his family office capital and is the founder of Solstice L .....

17 May 2026

The Beijing Summit Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.197 The Beijing Summit May 17th, 2026 “Behind the formalities was evidence of a momentous change: for the first time in almost a century, an American president met the leader of another country, for all intents and purposes on equal terms. Trump found himself not making demands of a weaker pow .....

12 May 2026

The Trump-Xi Summit: Some Thoughts Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 196 The Trump-Xi Summit: Some Thoughts 12th May 2026 “The forthcoming two-day Trump-Xi summit in Beijing on 14th-15th May is a meeting of consequence, but expectations as to the outcome should be kept modest. Its importance lies in what it reveals about the balance of co .....

10 May 2026

Iran War & The Wider Consequences Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.195 Iran War & The Wider Consequences 10th May 2026 “Iran has rejected a US proposal to reopen the Strait of Hormoz after recent UAE, American and Arabian strikes on Iran” CMN, Sunday 10th May 2026 “From now on we will strike one of the US military bases or shi .....

07 May 2026

Iran: Peace or no Peace – That is The Question Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 194 Iran: Peace or no Peace – That is The Question 07th April 2026 - Introduction This is a short note to shed some realty on the illusion that there will be a peaceful resolution to America and/or Israel’s war with Iran whic .....

05 May 2026

Iran Escalation Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.193 Iran Escalation 5th April 2026 “The sanctions measures taken by the United States pursuant to Executive Order 13902, Executive Order 13846 and other provisions, on the grounds of participation in Iranian oil transactions…. shall not be recognized, enforced or observed. This prohibitio .....

04 May 2026

Iran War or None – That is The Question? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.192 Iran War or None – That is The Question? 5th May 2026 “Trump is going to wait a few days and then launch a new series of attacks on Iran and claim that the 60-day clock stipulated in the War Powers Act is restarting from Day 1, because this is a ‘New War’. Lar .....

29 Apr 2026

Peacefull Economies into Wartime Preparation – Part II Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.191 Peace full Economies into Wartime Preparation – Part II 29th April 2026 “At some point in our history, after the creation of the UN, the OSCE and after the disappearance of the Soviet Union, the prospect for coexistence and even cooperation with the .....

25 Apr 2026

Peacetime Economics to Wartime Preparations Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.190 Peacetime Economics to Wartime Preparations 25th April 2026 “Western countries have declared war against Russia using Ukraine as the ‘arrowhead’. Sergey Lavrov, Foreign Minister of Russia, Moscow, 24th April 2026 “A new concept is already being widely .....

21 Apr 2026

Iran: To Fight or Not to Fight – Global Consequences Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.189 Iran: To Fight or Not to Fight – Global Consequences 21st April 2026 “Attention all ships, regarding the failure of the US government to fulfill its commitment in the negotiation, Iran declares the Straits of Hormoz completely closed again. No ve .....

16 Apr 2026

Addendum: The Future Rests on Gold not FIAT Currencies Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 188 Addendum: The Future Rests on Gold not FIAT Currencies 16th April 2026 In our haste to get this report out to our friends we forgot to say what $28,000 copper and $38,000 gold actually means other than it signals the collapse of the western world� .....

15 Apr 2026

The Future Rests on Gold not FIAT Currencies Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.187 The Future Rests on Gold not FIAT Currencies 15th April 2026 - Background “In the absence of the gold standard, there is no way to protect savings from confiscation through inflation. There is no safe store of value. .....

12 Apr 2026

Iran-USA Discussions: A Bridge Too Far Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.186 Iran-USA Discussions: A Bridge Too Far 12th April 2026 “I have heard from someone who was directly involved with this circus in Islamabad that Israeli agents – Steve Withoff and Jared Kushner – made certain that JD Vance would not follow his instincts and accept the deal that Iran h .....

10 Apr 2026

The End of this Conflict but not The War Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.185 The End of this Conflict but not The War 10th April 2026 “If you think the war is over, think again. Iran has not agreed to a ceasefire. They have agreed to stop retaliating as long as Israel and the US stop their attacks. So that ball is in the West’s corner. .....

30 Mar 2026

Iran War: Escalation with Global Implications Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.184 Iran War: Escalation with Global Implications 30th March 2026 “The outcome of the war with Iran will determine America’s capabilities on the world stage for years to come. This is what makes the current conflict in West Asia so consequential, far b .....

27 Mar 2026

Iran and Gulf Countries Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.183 Iran and Gulf Countries 27th March 2026 “Iran has a permanent plan for checkpoints in the Straits of Hormuz. Should the attacks that Trump threatens materialize, Iran will choke the Straits of Hormuz, close the Red Sea routes, and the Yemini front will act to seal Bab al-Mande .....

26 Mar 2026

Iran: To Accept or Not to Accept – That is the Question Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 182 Iran: To Accept or Not to Accept – That is the Question 26th March 2026 “Once Iran has nuclear weapons, they will shut down the Strait of Hormuz. Oil will then be over $300/Barrel.” Donald J. Trump, 28th November 2011 “If Iran fails .....

24 Mar 2026

Iran: Reality or Illusion: Addendum Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.181 Iran: Reality or Illusion: Addendum 24th March 2026 Soon after finishing last night’s report (Dubai time), we listened to an interview between Alastair Crooke and Judge Napolitano. In the early minutes, Alastair said that after talking to someone in Tehran there have .....

23 Mar 2026

Iran: Reality or Illusion Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 180 Iran: Reality or Illusion 23rd March 2026 “Whatever the outcome of the current crisis, the attack by the US and Israel on Iran will have consequences far beyond the fate of the Islamic Republic itself. What is really at stake is the perception of what is possible and acceptab .....

19 Mar 2026

Update: The Iran War Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.179 Update: The Iran War 19th March 2026 “The Air Force (Israeli) struck Iran’s largest gas processing facility, located in the southwest of the country. The strike was carried out in coordination with the United States and with its consent.” Senior Israeli Official as reported by .....

18 Mar 2026

Wars and Their Consequences Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.178 Wars and Their Consequences 18th March 2026 - Introduction Once more this note is based on a podcast we gave yesterday. It has been enlarged to cover more ground. There are so many moving parts that it is essential to return to the basics of the .....

10 Mar 2026

Iran: All for One and One for All Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 177 Iran: All for One and One for All 10th March 2026 Summary 1. The war against Iran is progressing less well by those who have access to real-time information than how President Trump is stating it to be. 2. This group of .....

09 Mar 2026

Attack on Iran – the Defining Turning Point of 21st Century History Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.176 Attack on Iran – the Defining Turning Point of 21st Century History 9th March 2026 The attached report on the war in the Middle East is very comprehensive and was written whilst Peter was in Dubai. He is now back in Moscow. He sets .....

04 Mar 2026

Iran: 1979 Revisited or Today’s Revolution Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.175 Iran: 1979 Revisited or Today’s Revolution 4th March 2026 “The central takeaway regarding President Donald Trump is this: if Washington assumes that removing Khamenei ‘solves the problem’ or breaks Iran’s will that is a profound strategic miscalculation - .....

27 Feb 2026

To Strike or Not to Strike: Part IV Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.174 To Strike or Not to Strike: Part IV 27th February 2026 “The lack of a proper consideration of the risks has alarmed the most senior military figures tasked with the mission. Just this week the Journal and other publications reported that Dan Caine, Trump’s handpicked cha .....

26 Feb 2026

To Strike or Not to Strike: Part III Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.173 To Strike or Not to Strike: Part III 26th February 2026 “By noon easter time on Thursday we will likely know whether or not Donald Trump will sign off on an order to attack Iran. Why noon? That is 6pm in Geneva, Switzerland where Steve Witkoff and Jared Kushner will hold .....

24 Feb 2026

To Strike or Not to Strike: Part II Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 172 To Strike or Not to Strike: Part II 24th February 2026 - Introduction In our report dated 23rd February 2025, we listed the pros and cons of America/Israel attacking Iran. In this note, we add a few more reasons why President Trump will not pul .....

23 Feb 2026

To Strike or Not to Strike? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.171 To Strike or Not to Strike? 23rd February 2026 - Introduction What follows is the text for our weekly podcast which I hope you enjoy reading. - Text of Podcast Good day everyone. The heading of this podcast � .....

20 Feb 2026

A Divided World Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 170 A Divided World 20th February 2026 “Were China – or anyone else for that matter – to dominate this broad and crucial region (Indo-Pacific), it would be able to effectively veto Americans’ access to the world’s economic center of gravity, with enduring implications for our nation’s .....

19 Feb 2026

Expect The Unexpected – Part II Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 169 Expect The Unexpected – Part II 18th February 2026 - Some Conclusions · Given what the latest models can do, the capability for massive disruption could be here by the end of this year. I .....

14 Feb 2026

Global Markets Update: Has The Real Correction Begun? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 168 Global Markets Update: Has The Real Correction Begun? 14th February 2026 - Summary This is a short note to pursue an ongoing theme: markets, whether equities, base or precious metals have begun major price c .....

01 Feb 2026

The World Economy – Risks to Complacency Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 167 The World Economy – Risks to Complacency 1st February 2026 “Creative destruction is the essential fact of capitalism.” Joseph Schumpeter “We live in a world, in the real world, that is governed by strength, that is governed by force, that .....

22 Jan 2026

Venezuela: China’s Responses to the US Attack Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 166 Venezuela: China’s Responses to the US Attack 22nd January 2026 Much of this report is lifted from a piece that Larry Johnson wrote today on ‘China’s Silent, Tough Response to Washington Kidnapping of the Maduros. By way of background, China has large inv .....

22 Jan 2026

Trumps Davos Speech Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 165 Trumps Davos Speech 22nd January 2026 These are my initial thoughts not speaking to anyone afterwards or reading what is written so therefore personal. 1. America dominates the world politically, economically and militarily. 2. Thus, if you are .....

14 Jan 2026

Iran: A War? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 164 Iran: A War? 14th January 2026 “Iran wants to negotiate, yes. We might meet them. But we may have to act because of what is happening before the meeting.” President Donald Trump, 11th December 2026 “We do not seek war, but we are prepared for war and we are even more prepared t .....

13 Jan 2026

China: Gold and USTS Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.163 China: Gold and USTS 13th January 2026 We are not sure whether what follows is true, but what we have heard makes sense and fits the ongoing battle between a paper managed financial system and an asset backed one: in other words, the US dominated dollar system and the emergence this .....

10 Jan 2026

Trump the Robber Baron Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.162 Trump the Robber Baron 10th January 2026 Our good friend, Peter Hanseler runs an operation called Forum Geopolitica from Moscow where he lives with his Russian wife. Peter is a Swiss Lawyer. These reports come out regularly on a wide range of subjects. He can be contacted .....

07 Jan 2026

Venezuela Invasion: Reasons and Consequences Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.161 Venezuela Invasion: Reasons and Consequences 7th January 2026 “The war for resources is not a future projection; it is here and it is the explicit policy of the United States…. The region is so rich in natural resources; it’s off the charts…W .....

02 Jan 2026

Our Outlook for 2026 and Beyond: Part III Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.160 Our Outlook for 2026 and Beyond: Part III 2nd January 2026 “We know that we are in the longest bull market in US history. We also know that once the bull market ends, we are due for the largest correction in our current Long Wave cycle - .....

29 Dec 2025

2026 and Beyond: Risks to the Bullish Consensus View – Part II Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 159 2026 and Beyond: Risks to the Bullish Consensus View – Part II 29th December 2025 Summary The risk of a negative impact on global financial markets in 2026 stems from the three risks we covered. They are: - China: Not For .....

18 Dec 2025

2026 and Beyond: Risks to the Bullish Consensus View – Part 1 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 158 2026 and Beyond: Risks to the Bullish Consensus View – Part 1 18th December 2025 Summary - There are both geopolitical and financial risks to the consensus optimistic outlook for 2026 and beyond for financial and bas .....

09 Dec 2025

A Fractured World with a Soft Underbelly Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.157 A Fractured World with a Soft Underbelly 9th December 2025 - Introduction This weekly report follows our new structure of enlarging notes that were prepared for a podcast since they support our main views as to what has transpired in the past week .....

02 Dec 2025

Wars, Financial Markets and Inflation Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 156 Wars, Financial Markets and Inflation 1st December 2025 - Introduction This report follows our now usual practice of turning a podcast into a report with added commentary and charts. This report is a continuation of our recent themes of a world enter .....

24 Nov 2025

Peace is in the air – or is it? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 155 Peace is in the air – or is it? 24th November 2025 “Wherever we’re headed, America is evolving in ways most of us don’t like or understand Individually focused yet collectively adrift, we wonder if we’re heading toward a waterfall. The Fourth Turning is a .....

19 Nov 2025

Time for Caution Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 154 Time for Caution 19th November 2025 - Introduction This note follows a similar format to our last one. It is based on a podcast that we have recently done but some sectors have been expanded on. The focus is on credit markets, the bursting of the tech-sector including t .....

12 Nov 2025

A Wild World Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 153 A Wild World 12th November 2025 - Introduction This report has a different format to our normal way of putting these notes together. It is based on a podcast we did yesterday though enlarge. The heading ‘A wild World’ is because the system has reached its limits and crac .....

04 Nov 2025

The Global Economy: Thinking Out of the Box Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 152 The Global Economy: Thinking Out of the Box 4th October 2025 1. Introduction Optimism is paramount nearly everywhere, especially being pushed around by senior bankers, financial analysts and investors. In fact, retail investors now account for around 21% of daily vol .....

25 Oct 2025

Russia, China, India, Iran Stand Firm Against America: Now Japan? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 151 Russia, China, India, Iran Stand Firm Against America: Now Japan? 25th October 2025 “The course of events implies that either Trump did not grasp this Russian realty despite two years of repetition that Russia would not budge on a ‘h .....

23 Oct 2025

Trouble Ahead Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 150 Trouble Ahead 23rd October 2025 This report follows yesterday’s brief warning of a US economic slowdown by bringing other comments and developments into play to illustrate the fragility of the world’s system despite global equity markets seemingly unstoppable advances. Histor .....

23 Oct 2025

US Economy: Downturn Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 149 US Economy: Downturn 23rd October 2025 We need say no more about the US economy than the quote which follows from Dave Rosenberg’s Morning Daily Rundown sent with permission. The impact of what he writes will be felt globally as well as in base metal markets like copper. In effec .....

22 Oct 2025

A Troubled World: Update Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.148 A Troubled World: Update 22nd October 2025 “With the White House describing the call between Rubio and Lavrov as ‘productive’ the diplomatic track remains open. However, this does not mean that Russia is prepared to make concessions or accept a ceasefire in place: just the .....

18 Oct 2025

China Standing Firm: Part II Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 147 China Standing Firm: Part II 18th October 2025 “Recent communications between Washington and Beijing appear to have become increasingly volatile. The two sides are in talks to hold a summit, but uncertainty now clouds its prospects. Depending on how the latest round of t .....

16 Oct 2025

G7 Growth Stagflation or Recession? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.146 G7 Growth Stagflation or Recession? 16th October 2025 “Over the course of four hours – the longest Valdai session in history – Putin spoke not as a critic of the West but as an architect of an alternative global design: one based on balance rather than dominance, .....

13 Oct 2025

Ukraine War Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.149 Ukraine War 13th October 2025 The following article was written for Forum Geopolitica which is run by our friend Peter Haenseller in Moscow. Former UK Defense Secretary Ben Wallace. © Global Look Press / IMAGO / dts Nachrichtenagentur Ukraine War - the Rhetoric of Frustration In .....

11 Oct 2025

A Troubled World – A Wrap Up Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – Number 144 A Troubled World – A Wrap Up 10th October 2025 “I am skeptical that Hamas or the Palestinian Islamic Jihad will surrender their weapons and their political influence among the Palestinian people. The most likely scenario is that the war will continue once all th .....

07 Oct 2025

A Troubled World – Part II – Gold or Fiat Currencies Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 143 A Troubled World – Part II – Gold or Fiat Currencies 7th October 2025 “Over long periods, gold’s purchasing power is relatively stable – the statistics are there to prove it. It is modern fiat currencies which decline in their purchasing .....

01 Oct 2025

Iran: A Strike by Israel/USA Becoming More Likely? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 142 Iran: A Strike by Israel/USA Becoming More Likely? 1st October 2025 “Netanyahu’s position is like a wounded lion with opposition growing inside Israel and the Jewish lobby’ grip on the media weakened by the new alternative media sources. Time is n .....

28 Sep 2025

A Troubled World Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.145 A Troubled World 28th September 2025 “Another clear example is the Western-provoked crisis in Ukraine, through which NATO and the European Union want to declare - have already declared – an actual war on my country and are directly participating in it.” Sergey Lavrov, Russian .....

22 Sep 2025

A Fractured World Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 140 A Fractured World 22nd September 2025 “The whole notion of Make America Great Again (MAGA) seems to rest on the calibrated use of belligerency, tariffs or military power to maintain a continuous potential for escalatory dominance over the longer term. Trump seems to think that achie .....

12 Sep 2025

The New World: Post Tianjin & Beijing Thoughts Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 139 The New World: Post Tianjin & Beijing Thoughts 12th September 2025 “Time and again, our exchanges on critical international issues have shown that Moscow and Beijing share broad common interests and strikingly similar views on fundamental question .....

08 Sep 2025

China’s Internal & External Wars – 1931-1939 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 138 China’s Internal & External Wars – 1931-1939 8th September 2025 “The main force that fought the war in China during WW11 – the main set-piece battles - was the then-government of China, the Nationalist Party of Chiang Kai-Shek. The .....

04 Sep 2025

SCO & Beijing Military Parade Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 137 SCO & Beijing Military Parade 4th September 2025 In some respects, the military parade in Beijing yesterday to commemorate the 80th anniversary of China’s victory over what President Xi described as a victory over fascism was as important as the SCO Summit itself. .....

03 Sep 2025

SCO Summit & Beijing Meetings: Some Thoughts Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 136 SCO Summit & Beijing Meetings: Some Thoughts 3rd September 2025 “China will work with all parties in the Shanghai Cooperation Organization to take the regional security forum to a new level unveiling his ambition for a new global security order tha .....

28 Aug 2025

Post Alaska & Washington Meetings – Some Thoughts Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 135 Post Alaska & Washington Meetings – Some Thoughts 28th August 2025 “In the councils of government, we must guard against the acquisition of unwarranted influence, whether sought or unsought, by the military-industrial complex. The potential .....

20 Aug 2025

Newsletter No. 134 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 134 Holiday Roundup 20th August 2025 “Macro is made at the margin, and with the US economy at stall speed, this US corporate review highlights what the corporates are saying and what we are seeing that will push us into a deflationary bust.” The Macro Strategy Partnership, 15th August .....

19 Aug 2025

Putin-Trump Summit: Some Thoughts Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 133 Putin-Trump Summit: Some Thoughts 19th August 2025 “John Helmer made the astute observation as only John can that Trump changed the scheduled one-on-one meeting with Putin to a three-by-three chat that included Lavrov and Ushakov on the Russian side and .....

04 Aug 2025

Where is the World Heading: War, Recession or Both? Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 132 Where is the World Heading: War, Recession or Both? 4th August 2025 “Moreover, under OBBBA, a worsening Federal debt overhang will further diminish the longer-term growth prospects of the US economy and more than offset the beneficial aspects of OBBB .....

30 Jul 2025

The World Economy: Expect the Foreseen Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter NO.131 The World Economy: Expect the Foreseen 29TH July 2025 “We’re being told the Epstein Affair is old news, nothing to see here, move along - but I’m not so sure. It could be the opposite of old news, a watershed moment in American history. Watershed moments can b .....

23 Jul 2025

The world of the last 80 years is changing Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 130 The world of the last 80 years is changing 23rd July 2025 “We are in denial of Ukraine’s defeat because it is also ours”. Stephane Avdoin-Rouzeau, French Historian, July 2025 “Stablecoins represent a revolution in digital finance. The dollar now has an .....

11 Jul 2025

The Russian Economy: Preparing for War Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.129 The Russian Economy: Preparing for War 11th July 2025 “I would like to remind you that the key rate was set of 21% was set in late October. It will take no less than three quarters for its effects to fully translate into the economy and inflation. This means .....

09 Jul 2025

The Global Picture: Inflection Points Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.128 The Global Picture: Inflection Points 9th July 2025 “To me, after over 5 decades of closely viewing stock market action, the implication is that we are in a very unique period in US stick market history. We have A1 on one side, and we have a massive collection of .....

24 Jun 2025

Global Investors: An Uncertain World Lies Ahead Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 127 Global Investors: An Uncertain World Lies Ahead 24th June 2025 1. Introduction Linear forecasting has its limits in a global economy beset with financial and geopolitical pressures that risk experiencing short-lived reco .....

20 Jun 2025

The Odds of America Directly Attacking Iran are Rising Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.126 The Odds of America Directly Attacking Iran are Rising 20th June 2025 1. Background This is a short report to lay out the bare facts as we see them of the risk of a serious escalation of the war between Iran and Israel that co .....

18 Jun 2025

Newsletter No. 125 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 125 Middle East: An Update 18th June 2025 “This is a battle for survival. We will continue the operation until the Islamic Republic of Iran is no longer a nuclear threat – not to Israel, not to the region, not to the world.” Prime Minister Netanyahu, 14th June 2025 “The Isra .....

12 Jun 2025

The Global Big Picture Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 124 The Global Big Picture 12 June 2025 This is a short Newsletter as we want to highlight key developments that could shake-up the financial and economic complacency that is nearly everywhere. What follows is our Big Picture. The Big Picture - The report .....

10 Jun 2025

The Future of Copper in an Uncertain World Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 123 The Future of Copper in an Uncertain World 10th June 2025 “It is essential for fiscal authorities to curb the relentless rise in public debt. The low-interest rate environment that followed the GFC flattered fiscal accounts. Large deficits and high debt see .....

07 Jun 2025

Russia’s response to Nato’s Attacks in Russia Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.122 Russia’s response to Nato’s Attacks in Russia 7th June 2025 “We discussed the attack on Russia’s docked airplanes by Ukraine and also various other attacks that have been taking place on both sides. It was a good conversation but not a conversati .....

03 Jun 2025

In Gold We Trust Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 121 In Gold We Trust 3 June 2025 “The US’s much discussed customs and trade policy is just one aspect of a comprehensive realignment. With Liberation Day, Donald Trump has triggered a systemic quake that could result in a reorganization of the monetary architecture.” The Big Lon .....

02 Jun 2025

Newsletter No.120 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.120 Nato versus Russia: An Escalation? 2nd June 2025 “The Kremlin is continuing efforts to prepare Russian society and the Russian defense industry base (DIB) for a protracted war with Ukraine and potential future war with NATO. Russian President Vladimir Putin signed a decree on May 30 a .....

28 May 2025

Newsletter No.119 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.119 A Global Roundup of Events – Part II 28th May 2025 “In 2026, the United States will celebrate its 250th anniversary. We’re rapidly nearing the 250th anniversary of the fall of most previous civilizations. With ongoing internal turmoil ranging from race to financial disparity to politic .....

21 May 2025

Newsletter No.118 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 118 A Global Roundup of Events 21st April 2025 “What has been will be again, what has been done will be done again; .....

08 May 2025

Newsletter No.117 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.117 India Pakistan 8th May 2025 “The timing of this attack – coming on the heels of Vice President J.D. Vance’s visit to India - raises some uncomfortable questions that need an answer…Were Western intelligence agencies involved? For what purpose? Let me propose a couple of plausib .....

03 May 2025

Newsletter No.116 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.116 2nd May 2024: Significance of Russia’s War in Ukraine 3rd May 2025 “May2, 2014 is the first day of open war against the Russians, against Russia. However, in May 2014, only a few people realized this. Ukraine began to prepare for war in the Donbas for real and with Russia in the future. .....

02 May 2025

Newsletter No.115 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.115 The World: America Increases Pressure on China 2nd May 2025 “All purchases of Iranian oil or Petrochemical products must stop, NOW! Any country or person who buys any amount of oil or petrochemicals from Iran will be subject to immediately secondary sanctions. They will not be allowed to d .....

30 Apr 2025

Newsletter No.114 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 114 China + Russia = BRICS Versus USA + G7 30th April 2025 “Trump and his national security team continue to ignore Russia’s firm position regarding negotiations to bring a final end to the war in Ukraine. Sergei Lavrov, speaking to a reporter on Sunday writing for Brazil’s major newspape .....

25 Apr 2025

Newsletter No.113 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Kindly find the below link to read the Newsletter No. 113. Newsletter No. 113 The documents have been prepared with care. However, Simon Hunt Strategic Services makes no warrant of any kind regarding the contents and shall not be liable for incidental or consequential damages, financial or otherwise arising out .....

23 Apr 2025

Newsletter No.112 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 112 The World Economy: Peace or War? 24th April 2025 “Why don’t we believe in lasting peace right now? Because no one involved agrees on what peace should look like. Trump can’t impose a deal on Ukraine or Europe. And until those changes, the war will go on. Ceasefire or not, the final ou .....

19 Apr 2025

Newsletter No.111 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.111 Iran-America Discussions: Addendum 19th April 2025 “I came to Tehran today to present his excellency, the great Supreme Leader, with our intentions to strengthen Iran-Saudi ties at all levels, and to form a partnership deeper and stronger than ever before…. From now on I say openly and w .....

17 Apr 2025

Newsletter No.110 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 110 Iran-America Discussions 17th April 2025 The importance of this round of discussions between Iran and America should not be underestimated either in terms of geopolitical maneuvers or by financial and currency markets. The outcome could make or break conventional wisdom namely that a .....

14 Apr 2025

Newsletter No.109 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.109 Global Economy: The Interplay Between Geopolitics & Financial Markets 14th April 2025 “Equity turmoil has been fairly transparent via the selloff in indexes globally but yesterday (April 8th) the conversation rapidly flipped from equities back into the fixed income world as UST yields .....

11 Apr 2025

Newsletter No.108 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.108 Post Trump’s Tariff Reprieve: From the Fat into the Fire 11th April 2025 - Background This is a brief note to see whether our economic and financial scenarios have shifted since Trump gave a 90-day tariff reprieve for most countries e .....

10 Apr 2025

Newsletter No.107 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.107 From the Fat into the Fire 10th April 2025 From bust to boom might be the refrain or at least from recession to recovery. But the real question is what has changed? Equity and commodity markets have flipped. Recovery in prices has reignited the animal spirits of investors but forgott .....

10 Apr 2025

Newsletter No.106 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 106 The World Economy: Do Fear and Uncertainty Superscede Opportunities 2025 “The Tariff Earthquake exhibits many of the same features as a physical earthquake. Much of the damage has yet to reveal itself; much remains uncertain as the chaos spreads. Like an earthquake, the damage is systemic .....

05 Apr 2025

Newsletter No.105 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 105 Updated version World Economy: To be a Bull or not to be? 4th April 2025 “This is an impoverishment day, not a liberation day, in our view. It is also very significant that the US dollar is weakening, which is the opposite of what the likes of Stephen Miran, Chairman of the Council of E .....

01 Apr 2025

Newsletter No.104 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 104 A New Trade Free Block: China, Japan, S Korea 1st April 2025 “Amid the rapidly changing global economic and trade environment, the meeting of the three countries’ trade ministers for the first time in six years carries significance resonance not only for the three nations but also for t .....

28 Mar 2025

Newsletter No.103 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 103 Recalibrating The World Economy: Some Thoughts 28th March 2025 “Sanctions are neither temporary or targeted measures; they constitute a mechanism of systemic, strategic pressure against our nation. Regardless of global developments or shifts in the international order, our competitors wil .....

26 Mar 2025

Newsletter No.102 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.102 Middle East 26th March 2025 “We can’t let them have a nuclear bomb. Something is going to happen very soon. I would rather have a peace deal though the other option will solve the problem.” President Trump “This was an overwhelming response that actually targeted multiple Houthi lea .....

24 Mar 2025

Newsletter No.101 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.101 The World After the Two Presidents Spoke 24th March 2025 “The settlement is simple. The Russians in the Ukraine in the East plus Kiev and Odessa and Crimea go with Russia. Kiev and Odessa are Russian cities. The Eastern Ukraine goes with Russia. The Western Ukraine is to be neutral. .....

11 Mar 2025

Newsletter No.100 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.100 Global Growth: Risks and Opportunities 11th March 2025 “The US economy is more fragile under the surface than econometric models suggest and that reliance on public sector jobs for growth has hobbled the US economy.” US Treasury Secretary, Scott Bessent, 25th February 2025 “Russia be .....

05 Mar 2025

Newsletter No.99 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 99 A Global Roundup 5th March 2025 “The story out there that Microsoft is canceling A1 data center leases according to a Cowen report gives me more reason to believe that a stock market regime change is upon us where the A1 trade no longer dominates and the Deep Seek news was a gamechanger in .....

25 Feb 2025

Newsletter No.98 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 98 The Hope: A New World Order is Born 25th February 2025 “Democracy rests on the sacred principle that the voice of the people matters. There is no room for firewalls. You either uphold the principle or you don’t. Europeans, the people have a voice. European leaders have a choice. And my st .....

13 Feb 2025

Newsletter No.97 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 97 The Monetary System: The Return of Gold? 13th February 2025 NOTE: This report was drafted on 11th and 12th February before President Trump’s statement about his telephone conversation with President Putin which gives support to our thesis that the basis of future discussions between t .....

11 Feb 2025

Newsletter NO.96 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 96 Global Economy – What If? February 11th, 2025 “Simply put, the US consumes more than it produces. American buy consumer goods and solar panels from China, semiconductors from Taiwan, steel from Japan and automobiles from Korea. The difference is purchased from abroad and paid for with US .....

06 Feb 2025

Newsletter No.95 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 95 Gaza et al 6th February 2025 These are preliminary and general thoughts about what might lie behind President Trump’s scripted comments on Gaza. As nearly always, there is something far deeper than the often-bombastic rhetoric which the President is fond of using. It is becoming clea .....

04 Feb 2025

Newsletter No.94 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 94 Currencies: Thinking out of The Box 4th February 2025 We are indebted to Louis Gave of Gavekal and his father Charles also of Gavekal for allowing us to read Charles’ note of 17th January and Louis’s own report of 27th January. Some of the pointers in our short note are derived from those .....

28 Jan 2025

Newsletter No.93 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 93 The World at War or Peace – Part III 28th January 2025 Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam vitae sodales nulla, nec blandit velit. “The rise of Geoeconomics has the potential to reshape the international trade and financia .....

19 Jan 2025

Newsletter No.92 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 92 The World of Peace or War: Part II 19th January 2025 “Iran’s recent nuclear advances give President-elect Trump a crucial decision to make in his first months in office: to neutralize the Iranian nuclear threat through negotiations and escalating pressures; or order a military strik .....

16 Jan 2025

Newsletter No.91 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 91 The World: Peace or War 16th January 2025 - Background The primary confrontation is between the BRICS group of nations headed by China and Russia and G7 countries led and dominated by America. The G7 or should one say America wish to reta .....

13 Jan 2025

Newsletter No.90 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 90 Weather and Food Prices: Expect the Unexpected 13th January 2025 “Solar cycle 24 was a feeble cycle peaking at 114 sunspots compared with an average of 170. Solar Cycle 25 is now underway and is expected to peak at 115 sunspots in July 2025. According to our model, the sun’s quiet period .....

09 Jan 2025

Newsletter No.89 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 89 The World at Large: Some Thoughts 9th January 2025 - Background The remarks which follow are facts/stories that have come our way in recent days. They range from the US economy to Germany and to China as well as the wars in Europe and the Middle East. .....

08 Jan 2025

Newsletter No.88 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 88 Global Food Prices 8th January 2025 Global food prices may surprise policy makers both this year and in the years to 2028. Food is an important percentage of disposable income especially in many emerging countries such as Ethiopia (30%), Mexico (26%), India (29%) and Thailand (28%). In the EU .....

07 Jan 2025

Newsletter No.87 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 87 The World Economy: Cycles Converging 7th January 2025 “Our Global Economic Outlook highlights how stimulus spend increased debt to 326% of global GDP in 2024, as consensus expectations of economic recovery proved unrealistic. The key issue was simply that these forecasts failed to rec .....

24 Dec 2024

Newsletter No.86 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 86 A Changing World Under President Trump? 23rd December 2024 - Introduction This is a short note that asks more questions than answers which we will try to do in a report early in 2025. First, however, we have to get through the next 28 da .....

20 Dec 2024

Newsletter No.85 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 85 US Economy: Weak if not Recession January-July 2025 20th December 2024 “We have to reduce spending to live within our means. And that necessarily involves some temporary hardship, but will ensure long-term prosperity” Elon Musk Media News 29th October 2024 - & .....

18 Dec 2024

Newsletter No.84 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 84 Some Thoughts for 2025 and Beyond 18th December 2024 - Introduction This note is not intended to be a detailed economic outlook for 2025 and beyond but a short summary of some key factors that could determine the shape and direction of t .....

13 Dec 2024

Newsletter No.83 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 83 Update on Global Hotspots 13th December 2024 - Background These notes on geopolitical developments are issued not just to warn that the world is at its greatest pivotal point in the last 80 years but because an early escalation in either Europ .....

12 Dec 2024

Newsletter No.82 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 82 The Future of the World & Financial Markets as we see Them 11th December 2024 1. Introduction We may be right, or .....

07 Dec 2024

Newsletter No.81 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 81 Syria: The Trigger for the Regional War 7th December 2024 “The battle for Aleppo is about more than just the city itself. It’s a microcosm of a broader regional power struggles that have defined Syria’s civil war. This renewed offensive calls into question the stability of the region .....

04 Dec 2024

Newsletter No.80 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 80 Syrian War Update 4th December 2024 On 3rd December 2025, Russia held naval exercises that included ten ships, twenty-four aircraft and a coastal missile battery. During the exercises the ships test-fired hypersonic Zircon missiles and a Kaliber cruise missile. The ships included the missi .....

04 Dec 2024

Newsletter No.79 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 79 The Syrian War: Implications 4th December 2024 “If you are looking at the war in Ukraine, the attempted Maidan coup in Georgia and the Salafist jihadi offensive in Syria as separate, unconnected events, you are mistaken. The United States, with the collaboration of several NATO countries � .....

30 Nov 2024

Newsletter No.78 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 78 Ukraine: Nato’s Plans for The Country 30th November 2024 “Earlier this month, NATO held a meeting attended by reps from member countries explaining that they intend to attack Russia and that they should advise their populations to stock-up with food and other essentials”. Simon Hunt Str .....

28 Nov 2024

Newsletter No.77 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 77 Ukraine Escalation 28th November 2024 This short note is based on a piece that Larry Johnson sent out just a few hours ago. We sensed its importance because the outcome could presage a further escalation in the war between NATO and Russia using Ukraine as the launching pad. When Russia laun .....

27 Nov 2024

Newsletter No.76 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 76 The World as We See It 27th November 2024 “A surprisingly large percentage of US income tax receipts are ti .....

20 Nov 2024

Newsletter No.75 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 75 The Global Economy: The Way Ahead with a Trump Presidency 20th November 2024 “Like in Russia, the transfer of power from one secret police gang to another was violent and terrifying for everybody involved. American Glasnost is underway. This is like the gang warfare between The Sharks and .....

11 Nov 2024

Newsletter No.74 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 74 BRICS Summit, Kazan: Potential Milestone in Post WWII History 11th November 2024 “Finally, contrary to talks of BRICS ushering in a fundamentally new world order, the final declaration devotes considerable space to supporting the more effective functioning of existing institutions fro .....

24 Oct 2024

Newsletter No.70 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 70 24th October 2024 BRICS Summit in Kazan “The joint statement by the BRICS Finance Ministers and Central Bank Governors may not sound too adventurous, but the constraints reflect not only caution when facing a dangerous, cornered Hegemon, but internal contradictions among BRICS members.” P .....

22 Oct 2024

Newsletter No.69 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 69 Gold, Currencies & BRICS Summit 22nd October 2024 “Gold is not everything, but everything needs gold”. Russian Proverb “Gold makes the ugly beautiful.” Moliere “In the absence of the gold standard, there is no way to protect savings from confiscation. These is no safe store of .....

14 Oct 2024

Newsletter No.68 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 68 The Global Economy: The War Temperature Has Risen 14th October 2024 “Today’s world is hyperconnected, rapidly changing and frequently chaotic. The pace of technological and social change, against a backdrop of interconnecting shocks and crises, makes the future more uncertain. Preparing f .....

08 Oct 2024

Newsletter No.67 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 67 8th October 2024 On the Brink of War & Recession: Update “I know not with what weapons World War III will be fought, but World War 1V will be fought with sticks and stones”. Albert Einstein, 19879-1955 We will continue to update our views with short, summarized notes, in the interests of brevity. The follo .....

05 Oct 2024

Newsletter No.66 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 66 5th October 2024 Global Economy – On the Brink of War & Recession 1. Introduction What follows is not a full-blown report but jotted down notes to emphasize that the world is shifting into difficult and dangerous times. The benign years have been blown away by America’s continuous beli .....

01 Oct 2024

Newsletter No.65 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 65 30th September 2024 Geostrategic Update This is a short, summarized note on how we see the wars evolving in Europe, the Middle East and elsewhere. · The powers behind the American throne appear to want war somewhere to start in October before the American election. What .....

28 Sep 2024

Newsletter No.64 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 64 Recession and Wars 28th September 2024 “The mood on Main Street worsened in August despite last month’s gains. Historically high inflation remains the top issue for owners as sales expectations plummet and cost pressures increase. Uncertainty among small business owners continues to rise as expectations for fut .....

20 Sep 2024

Newsletter No.63 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 63 20th September 2024 The World - The BRICS Are in Place “The threats the United States faces are the most serious and most challenging the nation has encountered since 1945 and include the potential for near-term war…. China and Russia are major powers that seek to undermine US influence. The 2022 National Defen .....

13 Sep 2024

Newsletter No.62 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 62 13th September 2024 The World: For Whom the Bell Tolls Ernest Hemingway’s famous novel written in 1937 was based .....

11 Sep 2024

Newsletter No.61 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 61 11th September 2024 Global Economy: The Changing World “Throughout history, self-regarding and self-enriching elites have become dangerously contemptuous of their peoples. Crackdowns have been the usual first response. The cold reality here is that the recent elections in France, Germany and Britain and for the E .....

08 Sep 2024

Newsletter No.60 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.60 8th September 2024 Global Economy: Where the Rubber Meets the Road “No Congress of the United States ever assembled on surveying the State of the Union has met with a more pleasing prospects than that which appears at the present time. In the domestic field there is tranquility and contentment and the highe .....

02 Sep 2024

Newsletter No.59 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.59 The World at a Tipping Point 2nd September 2024 “These are very similar situations when they want to provoke a big war in the Middle East and on the territory that is directly adjacent to us, and now part of Russia’s Kursk Region is under the control of Zelensky’s Nazi regime, with weapons supplied to him by N .....

28 Aug 2024

Newsletter No.58 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.58 28th August 2024 “The US labor market is not in equilibrium, or anywhere close to it…If current trends persist, labor demand will fall short of supply by the end of this year or in early 2025. At that point unemployment will surge.” BCA Research, 22nd August 2024 “Fed rate cuts will help at the margin, but .....

22 Aug 2024

Newsletter No.57 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 57 22nd August 2024 Global Conflicts: Short Update “The role of the United States and other NATO allies in planning and supplying Ukraine with intelligence, weapons and some troops (in the form of mercenaries) is a casus-belli, pure and simple…Whilst it is true that Ukraine has been killing Russian civilians for m .....

19 Aug 2024

Newsletter No.56 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 56 19th August 2024 Global Economy: Sitting on a Precipice? “Perhaps the world’s greatest debtor can’t remain the world’s greatest superpower. It’s a 1938 like moment and that coupled with the complexity of our intern .....

13 Aug 2024

Newsletter No.55 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.55 Global Economy: War or Peace? 13th August 2024 1. Background The real war that is starting to unfold is not only between NATO and Russia and Israel and Iran, it is about control of the world. For the Western Alliance led by America the emergence of a new world order under the umbrella of the BRIC .....

11 Aug 2024

Newsletter No.54 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 54 11th August 2024 China: An Evolving Fortress Economy “We the communist party must increase our risk awareness, persist with bottom-line way of thinking, prepare for danger in times of peace and take precautions, be prepared to withstand major challenges in high winds, rough and even stormy seas.” Presiden .....

04 Aug 2024

Newsletter No.53 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 53 Global Economy: A Perilous Time 4th August 2024 1. Introduction Last week’s economic, financial and geopolitical tensions marked the beginning of the end not the end of the beginning of this cycle. These varied developments long in gestation broke out in unison last week causing leverage .....

02 Aug 2024

Newsletter No.52 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.52 2nd August 2024 This is a short note to update the situation in the Middle East. Tensions are rising in the region following the attack in Tehran and others across Lebanon and Israel as we explained in our recent report. There are intelligence reports that suggest that Iran will launch a retaliatory strike against .....

31 Jul 2024

Newsletter No.51 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.51 31st July 2024 There is now the real risk of wars escalating over the boundaries of Ukraine and over those of Lebanon and Syria. First, following Finland granting America access to its 15 military bases in the country, there are unconfirmed reports that the drones which have been hitting Russia recently were launch .....

30 Jul 2024

Newsletter No.50 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 50 30th July 2024 Markets continue to ignore the rising tensions between countries and within regions. Interest rates will fall soon so markets should be bought in anticipation of those rate cuts is the consensus view. The problem with these siren songs is that history shows that when interest rates are cut it means .....

28 Jul 2024

Newsletter No.49 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 49 28th July 2024 “If what we’ve entered is not just an economic cycle but an era of social-political tumult, then we have to be careful not to assume we can predict which features will echo past cycles. Perhaps we will enter the stagflation of the 1970s in this decade, as financial excesses are worked out and mon .....

25 Jul 2024

Newsletter No.48 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 48 26th July 2024 This is a short note to summarize succinctly – we hope – that as we have been saying for some time global business activity will weaken in H2 this year by falling into recession including in the USA until the early months of next year when a new US Administration will unleash fiscal and monetary .....

24 Jul 2024

Newsletter No.47 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 47 A Fairy Tale 24th July 2024 In a bygone age on a land far away there was a political war being waged between two powerful groups backed by their respective financial backers, often Old Money and Titans of the financial world. In this far-away land, one faction wanted to conquer a far-off country because that coun .....

21 Jul 2024

Newsletter No.46 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 46 21st July 2024 “The biggest risk and the biggest cost for NATO today is the risk of Russian victory in Ukraine. We cannot allow this. The outcome of this war will determine global security for decades to come.” Secretary-General Stoltenberg at the Washington NATO Anniversary. “For a long time being an Americ .....

15 Jul 2024

Newsletter No.45 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 45 15th July 2024 This is a short note to set out briefly our initial views, having listened to and read briefings from experts including a retired US marine and intelligence service sniper. More comments on the repercussions will follow. Donald Trump is a very lucky man as he turned his head just as the sniper pulle .....

12 Jul 2024

Newsletter No.44 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 44 12th July 2024 - Introduction This Newsletter follows our new format by providing our latest macro and geopolitical views as the conclusions are way beyond consensus thinking. Geopolitical events are moving at a rapid pace. For instance, even a month ag .....

02 Jul 2024

Newsletter No.43 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 43 2nd July 2024 “Most of us ‘old timers’ view the stock market somewhat like a living organism that operates within its own realm, just as we do ourselves. The stock market has all the information and then digests it on a daily basis. As such, the stock market seems to inhale and exhale, so to speak. If inhalin .....

26 Jun 2024

Newsletter No. 42 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 42 26th June 2024 “The strengthening of relations between Pyongyang and Moscow is the beginning of a new world order based on justice, which will oppose the US model of a rules-based world order.” President Putin, Article in Rodong Sinmun, N Korea’s main Newspaper “If one of the Parties is subjected to an arm .....

21 Jun 2024

Newsletter No. 41 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 41 21st June 2024 “Apparently, they expect us to get scared at some point. But at the same time, they also say tha .....

18 Jun 2024

Newsletter No. 40 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 40 18th June 2024 “We reiterate our shared belief in democratic principles and free societies, universal human rights, social progress, and respect for multilateralism and the rules of law. We commit to providing opportunities and pursuing shared prosperity. We seek to strengthen international rules and norms .....

15 Jun 2024

Newsletter No. 39 with updated charts Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 39 14th June 2024 “We must push for breakthroughs in local currency settlement and cross-border payment cooperation through financial channels”. Wang Yi, Foreign Minister, China at BRICS meeting of foreign minister Russia’s foreign minister Lavrov stressed three important points: 1. .....

01 Jun 2024

Newsletter No.38 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 38 1ST June 2024 “Margaret Thatcher said on the lines that socialism fails when it runs out of other peoples’ money. We appear to have reached that point. Rapacious tax policies are now reducing their yield. We are now sliding down the after-end of the Laffer curve. The economic force which drives any economy is b .....

13 May 2024

Newsletter No.37 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 37 13th May 2024 “We have been and will continue to be open to strengthening good relations with all countries that view Russia as a reliable and honest partner. Indeed, those countries constitute the global majority. We are not rejecting dialogue with Western states. The choice is theirs: whether they intend .....

29 Apr 2024

Newsletter No. 36 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 36 29 April 2024 “Moreover, the ensuing estrangement between the West and the rest is occurring at a turning point in international power relationships. It is a time when the tectonic plates of the political world are shifting, when the old constellations of power and of influence are being successfully challenged, .....

18 Apr 2024

Newsletter No. 35 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 35 18th April 2024 “It seems to me that every long-term trend I see increases inflation relative to the last 20 years. Huge fiscal spending, the trillions needed each year for the green economy, the remilitarization of the world and the restructuring of global trade – all are inflationary. I’m not sure models .....

03 Apr 2024

Newsletter No. 34 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 34 3rd April 2024 “The entire foreign policy community in the United States now shares the basic tenets of neoconservatives. Actually, the scripture is Paul Wolfowitz’s notorious memorandum of March 1991 wherein he laid out a comprehensive, detailed strategy for systematizing American global dominance. Everything .....

25 Mar 2024

Newsletter No.33 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 33 25th March 2024 “All perpetrators, organizers and masterminds behind this crime will get just and inevitable punishment. Whoever they are, whoever guides them, I repeat we will identify and punish everyone who stands behind the terrorists, who prepared this atrocity, this attack on Russia, on our people.” .....

10 Mar 2024

Newsletter No.32 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 32 10th March 2024 “We must take stock of the situation and realize our collective security is at stake. We have to ratchet up. Russia must not win, not only for Ukraine, but secondly, we are by doing so, ensuring our collective security for today and for the future.” President Macron, 27th February 2024 “Hezbol .....

27 Feb 2024

Newsletter No.31 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 31 27th February 2024 “The Air Force planes flying currently in the skies of Lebanon have heavier bombs for more distant targets. Hezbollah went up half a step, whilst we a full one. We can attack not only at 20 kilometers from the border but also at 50 kilometers and in Beirut and anywhere else.” Israel Defense S .....