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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13 Feb 25
Ukraine: Worse than Minsk
#Russia#Ukraine#EU Commission#Trump Policy#Trump Administration#Donald Trump#EU (European Union)#Ukraine War#Russia's Economy#Global Alliances#Currency (US Dollar)#Russian Influence#Deglobalisation#Deglobalization#Alliance of Autocracies#Alliance of Democracies#Trump Tariffs.
The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence... Read More
09 Apr 21
China EU Investment Agreement - Another Brick On The Cold War Wall
#Trade#Politics#China#Strategy Archive#Economy#Investment#United States#International Relations#EU (European Union)#RMB (Renminbi) Currency
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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