Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e... Read More

Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re... Read More

So we know that when President Trump does not like reality he dismisses it and those who make him aware of it. Given the President's doubtful grip on reality we ask the question: How well is the the US economy actually doing? We get behind the volatility of people and data a... Read More

David Roche, Peter Lewis and Alex McMIllan discuss what happens to risk as the danger of a full blown trade war recedes but other risks increase…..and why the Fed will only cut once before the end of the year. Read More

RTHK :The close Business & Market Discussion with Carolyn Wright, David Roche and Richard Harris. How has the the EU- US Trade Deal Changed Market Risk. Read More

Monday Oddbins Investment Conclusion Two things stand out from the data. The first is just how bad the EU-US trade agreement is. The second is the significant weakening of Port of Los Angeles three- week forward-looking anticipated container inflow. Read More

EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors... Read More

CNBC Squawk Box Europe - What US - Japan Deal Means for the EU Why is Stablecoin a nuclear threat to traditional banking systems & Economic Sovereignty in EU and Emerging Markets Video embedded below Read More

the Shifting sands report had a mistake. The text said US tariffs on Japanese steel and aluminium was 25% it is of course 50%. the figure of 50% was throughout the report - including grahics and tables. sorry! d Read More

Tariffs: How Good is Bad? The US-Japanese hadshake deal Investment Conclusion The equity markets are rejoicing at the latest US tariff deals. I am not. And neither are bond markets or the US $. The Japanese handshake 15% tariff deal is better than the mooted 25% tariffs. Bu... Read More