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Oddbins
Oddbins. Investment Conclusion Japan - The Sanae Takaichi government, at the margin, means more fiscal spending. Therefore the Wealth Preservation Portfolio takes on: • More exposure to Japanese equities. • More shorts on JPG 10yrs. • And a careful watch for any change i…
A thank you being part of QS's Media Journey.....and here's to the future!!!!
You are a longtime much appreciated Media Star who gets all our research as a matter of priority! But we haven’t been aware of you using it for a while. If you value Quantum Strategy Research and still want to receive it please let us know by e-mailing. mj.gaje@quantumStrategy.o…
Odd bins
Oddbins Investment Conclusions. This week marks the publication of “Egonomics” analysing how President Trump’s economic ecosystem may be more stable than thought. But is nevertheless threatened by Supreme Cout ruling and, in the longer term, escalation of the Russian war in …
Peter Lewis Money talk with David Roche and Fancis Lun discussing: China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather ot substance; The Fed loss of independence. h
Peter Lewis Money talk with David Roche and Fancis Lun discussing: : China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather or substance; The Fed loss of independence.
Egonomics - The Resilience of Trump's Alternative Economy
Egonomics - The Resilience of Trump's Alternative Economy. Investment Conclusion The resilience of the Trump Administration’s economic policies is greater than I thought. There has been success in creating an alternative economic framework driven by the President…
RTHK The Close, David Roche, Richard HARRIS join Carolyn Wright to discuss US skilled worker permits, shipping, and how the upcoming Japanese election
RTHK The Close, David Roche, Richard HARRIS join Carolyn Wright to discuss US skilled worker permits, sea container traffic, and how the upcoming Japanese election might move mean for markets
Odd bins
Odd bins Investment Conclusion TICS: US continues to attract capital but the US$ exposure is being covered. Russian foreign exchange assets are about to be confiscated at last. Watch out for retaliation! The UK President Trump’s visit - the …
What the Fed Said
What the Fed Said Investment Conclusion More rate cuts to come; two this year and more next year. The Fed reaction function has shifted to labour markets and away from inflation. The Fed’s dot plots show that FOMC expectations are for a blip in short term …
David Roche Quantum Strategy on ET NOW live: What’s afoot in US-Indian thaw and trade negotiation feelers?
David Roche Quantum Strategy on ET NOW live: What’s afoot in US-Indian thaw and trade negotiation feelers?
Can Russia Sustain a 2nd Europe Front?
Can Russia Sustain a 2nd Europe Front? Introduction The report “Russia – This is not Roulette (Sept 9)” got lots of follow up questions. The trust of the ensuing discussion is about the economic sustainability of war for the Kremlin. This is what I write about below.…