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10 Jun 25

The Gormless Eejit!

Strategy Report | David Roche | 10 Jun 25
#Global Equities#Treasury Bonds#US Politics#US Equities#Sovereign Bonds.#Bonds (Treasuries)#US Presidency#US Policy#US$ Safe Haven Flows#US$ as Global Reserve Currency#US$ Portfolio Investment by Foreigners.#Equities Vs Bonds & the US$

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The Gormless Eejit! Investment Conclusion Can equities continue to rise while US bonds and the US$ to fall? I got this wrong so far. This note looks at the economic logic of this divorce. It could continue if disruption is over. But that’s unlikely. The wider economi... Read More

09 Aug 10

Much Ado About Something Else

Archive Report | David Roche | 09 Aug 10
#Markets#Strategy Archive#Economy#Equities#Currencies#US Economy#Quantitative Easing (QE)#Interest Rates#Bonds#Global Growth#Deflation#Deleveraging#Japanese Economy#Low-Growth Scenario#Sovereign Bonds.

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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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