Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le... Read More
News LibraryShowing All Results
25 Aug 25
Odd bins: Jackson Hole, Russia & Shipping
#US Fed#Jackson Hole#US Federal Reserve#US-China Trade War#US-China Trade Relations#Shipping#Putin Strategy#Vladimir Putin#President Putin#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin
17 Aug 25
The European Cavalry Charge to DC!
#The Putin Trump Summit.#The Alaska Summit#The Meeting of 5 European PMs and Finnish Presdient ALex Stubb with the Trump Admninsitration Monday#Ukraine. President Zelensky
The European Cavalry Charge to DC! Investment Conclusion What’s set happening in Washington on August 18 can have consequences for markets. Zelensky plus the four PMs of Italy, UK, Germany and France, the President of the EU Commission and the President of Finland will ... Read More
17 Aug 25
Recorded Update on the Washington meeting of President Trump with Zelensky, four European PM's, The Finnish President & The President of the European Commission on Monday August 18, 2025
#The Putin Trump Summit.#The Alaska Summit#The Meeting of 5 European PMs and Finnish Presdient ALex Stubb with the Trump Admninsitration Monday
This is the Quantum Strategy WhatsApp recorded update of the market signifcance of the Europe - US meeting in Wahington on Monday, August 18. here is a prose summary Read More
16 Aug 25
David Audio recording Updates about the summit
This is a WhatsApp Service of Quantum Strategy (QS). It allows you to receive new updates that matter to markets. It also delivers our reports directly to your phone. If you want have this service please send us your WhatsApp number. We shall then send you a message to verif... Read More
16 Aug 25
Summit – The Good Story within the Bad
Summit – The Good Story within the Bad Investment Conclusion Markets will ignore the Summit results as investor redlines of financial damage have not been breached. These red lines were: (1) Trump losing patience with Putin and coming down hard on Russia wit... Read More
12 Aug 25
The Trump – Putin Summit & Other Matters.
The Trump – Putin Summit & Other Matters . Investment Conclusion The risk of major market fallout from the Trump-Putin summit is about 25%. The assets to own would be Gold and the Yen. Meanwhile the shipping news points to continued slowdown on the ... Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us