Quantum Strategy

News Library

Showing All Results

FiltersTag Clear
News
News

David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US?

Television ·David Roche ·21 Aug 2025

David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US? To what extent is the EU- US deal a blueprint for India? And what are the major differences?

Report
Report

Monday Oddbins

Strategy Report ·David Roche ·28 Jul 2025

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.

Report
Report

EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet

Strategy Report ·David Roche ·27 Jul 2025

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…

Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us
An unhandled error has occurred. Reload 🗙