Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e... Read More
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04 Aug 25
Odd Bins - some portfolio chnages of consequence!
#Germany#Euro Position#Europe (Germany)#Euro Area#German Equities#German Equities & Bunds#EU Equities
Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re... Read More
10 Apr 25
Germany - The Coalition is Signed! Here are the spending plans - bullish for growth and equities
#Europe (Germany#German Grand Coalition#German Stimulus#German Infrastructure & Defence Spending#EU Implications of German Defence Spending#German Infrastructure Spending#German Equities & Bunds
Germany Coalition (CDU/CSU + SPD) Agreed & Spending Plans. Positive for German equities. Bearish for long term Bunds (but not short term bunds). Marginally positive for the Euro. The German coalition agreement and the published spending plans are positive fo... Read More
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