RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose. Read More
News LibraryShowing All Results
18 Nov 24
Portfolio Implications of Trump II
#World#EU#Technology#Greyzone Warfare#Cold War#Geo-economics#Geostrategy#Tectonic Shifts#Protectionism#Tariffs#Industrial Raw Materials#US Election#Trump#Monetary Policy#Geopolitics#Volatility#Recession#Ukraine#US Fed#Draghi#EU Commission#EU Parliament#China Real Estate#China Stimulus#Trump Victory
The Second Trump Administration stands up-front and central to any market forecast this year. It is not an add-on to any existing macro picture or cycle. It is hard not to predict the future without looking through a mirror that reflects everything you like or hate about the Ma... Read More
07 Nov 24
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency
#US#Trade#Protectionism#Tariffs#US Election#Trump#Harris#US Fed#Middle East#Israel#Iran#Markets#Macro Uncertainty#Market Volatility#Trump Victory
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency and why geo economic uncertainty and market volatility are set re- marry after a long divorce! Read More
07 Oct 24
Winter of Discontent
#World#US#Trade#Greyzone Warfare#Tariffs#US Election#Trump#Russia#US Fed#Middle East#Israel#Iran#Japan#Markets#Moscow#Global Outlook#LDP
There will be a bear market in the next 12 months. The DNA of the bear market is writ large: the inevitable war on Iran’s nuclear weapons capabilities; Russia and Ukraine again becoming economically relevant to markets; unrequited market expectations for growt... Read More
04 May 23
Two Central Banks - Two Policies For The Same Target
#Tariffs#Central Banks#Strategy Archive#Rates#Policies#Money Markets#Fed (US)#ECB (Europe)#Yen (JPY)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
20 Jan 20
A Trade Deal For Dummies
#Trade#Tariffs#Politics#Strategy Archive#Services#US-China Relations#Trade Deal#Goods#Economic Needs#Macrogrowth#Global Tensions#US Administration#Chinese Government#Vice Premier Liu He
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
07 May 19
The Artless Deal
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
18 Dec 18
Star Wars
#Trade#Protectionism#Tariffs#China#Geopolitics#Strategy Archive#Economy#Equities#United States#Risk Assets#Xi Jinping#President
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
03 Dec 18
G20 - Xi Versus Trump
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us