Trump Delivers. President Trump has announced the imposition of 25% tariffs on imports from Mexico and Canada and 10% on imports from China. The tariffs will be effective immediately (Sat, Feb 1). At time of writing It is not clear whether there are exemptions (e.g. fo... Read More
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28 Jan 25
DeepSeek – Deeply Seeking the Significance.
DeepSeek disrupts Tech creating as many winners (AI users) as losers (the overhyped US Magnificent 7 and Chatbot purveyors). It puts Chinese selected tech companies back on the radar for international investors. But most of all it hefts China’s strategic position in the Greyzone... Read More
20 Jan 25
President Trump Inauguration Speech & the US$
President Trump inauguration speech. US$ may weaken for a while due to lack of immediate imposition of tariffs (in contrast with other policies like immigration) and statement that his administration would “ begin the overhaul” of trade with foreign countries. I don’t ex... 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
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