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
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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
05 May 25
China: No Pushover!
#Tariffs#US-China Cold War#US-China Relations#US-China Trade War#US-China Trade Relations#Trump Tariffs and Treaty Destruction#Fentanyl tariffs#China trade war escalatory dominance#China Trade War#China & Global South
China: No Pushover! Investment Conclusion I would not be in any hurry to participate in the current market rally in equities, bonds or the US$. The US equity market today tells us the world is only 9% worse off than when President Trump took office and as... Read More
20 Apr 25
On a Train in China
#Tariffs#China Stimulus#US-China Trade War#People's Bank of China (PBoC)#US-China Trade Relations#PBoC (People's Bank of China)#China Renminbi#Economy (China)#US-China#Trump's 100 Policy Blitz.China GDP#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
On a Train in China Investment Conclusion The US confrontation with China will escalate further. China has escalatory dominance. And the confrontation is an opportunity for Beijing to pursue other goals left by the vacuum of US soft power withdrawal and the injury cause... Read More
03 Feb 17
China - The Great Leadership Shuffle
#Politics#China#Leadership#Strategy Archive#Government#President Xi Jinping#Communist Party#Politburo Standing Committee (SC)#Power Consolidation#US-China Trade Relations#Donald Trump#Retirement Rules#Politburo Members.
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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