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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15 Jul 25
President Trump’s Putin Pivot
#Tariffs#Trade Wars#US-China Trade War#Trade War#Ukraine War#Trump Tariffs.#US Tariffs#Remedial Tariffs#EU-US Trade War#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Russia’s Illegal War in Ukraine
President Trump’s Putin Pivot Investment Conclusion Trump’s Pivot on Putin is probably due to a sense of personnel betrayal. This is likely to make it more durable than if it was based on a moral policy vision. The pivot has the potential to change the battlefield in ... Read More
15 Apr 25
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction)
#Trump Policy#Trade Wars#US-China Trade War#Trump Administration#Donald Trump#Trade War#Trump Tariffs.#EU-US Trade War#Trump - Putin Call#President Trump#Trump Tariffs and Treaty Destruction
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction) Investment Conclusion The weaponisation of the global economy has a life cycle of its own. Economic Weaponisation is growing in lethality and sophistication. Weaponisation is shaping t... Read More
23 Aug 21
August - Summer Fruit And Fantasies
#Politics#Geopolitics#Middle East#Taiwan#Strategy Archive#Biden administration#Afghanistan#Financial markets#Asia Pacific#Trade Wars#NATO#Chaos
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
20 Jun 18
Trump's Trade Tantrum
#Asia#China#Strategy Archive#Economy#Dollar#Equities#Inflation#Productivity#Trade Wars#USA#Global Reserve 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
14 Nov 16
Trump L'oeil
#Asia#Trump#Strategy Archive#Economy#Europe#Equities#Gold#Currencies#Trade Wars#USA#Bond Shorts#Global Reflation#EM
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
19 Nov 97
Korea
#Finance#China#Japan#Strategy Archive#Economy#Debt#IMF#Global Markets#United States#Government Policies#Banking#Trade Wars#International Relations
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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