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
Reports LibraryShowing All Results
28 Jul 25
Monday Oddbins
Monday Oddbins Investment Conclusion Two things stand out from the data. The first is just how bad the EU-US trade agreement is. The second is the significant weakening of Port of Los Angeles three- week forward-looking anticipated container inflow. Read More
27 Jul 25
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet
#EU#Trade Wars#EU (European Union)#Bilateral Trade#Trade Policy#Trump Tariffs.#US Tariffs#Reciprocal Tariffs#Trump Economic Tariffs#US - EU Trade Agreement#EU Tariffs#EU - US Trade War
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
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us