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
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14 Mar 25
Money Talk with Peter Lewis & Francis Lun
It is all about Trump. Read More
15 Feb 25
Rough Calculation of potential US Reciprocal - Remedial Tariffs
Brace Yourself! Reciprocal US Tariffs. - tariffs likely to be announced April. These are not in market prices. The report sent you on Friday 15, 2025 - The Anatomy of Exceptionalism- deals with the categories of Tariffs President Trump is likely to impose see Chap... Read More
12 Oct 99
US - Paralysed!
#EU#China#Russia#Strategy Archive#US Dollar#Financial markets#International Relations#Republican Party#Trade Policy#Clinton Administration
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
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