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Welcome Back! Here's What Moved While You Were Away.

Strategy Report ·QS Team ·02 Sep 2026

Welcome back from the summer break. In our view, what moved in your absence isn't seven unrelated headlines but one connected regime shift, spanning AI, energy and food, central bank independence, the dollar, and geopolitics and we've pulled it all together in the attached client…

#China#France#Japan#Putin#Korea#Bank of Japan#Oil Price#Japanese Yen#United States#Brent Oil#India#Singapore#Ukraine#Singapore Dollar#Oil Production#President Putin#USD (United States Dollar)#Crude Oil Supply#United States (G7)#AI#Trump & Putin#Chokepoints!#Chokeholds#AI China Vs America - Who wins?#Chokepoint#SoH Chokepoint#AI China Versus US Read More
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EM Currencies - The Long And The Short Of It

Archive Report ·David Roche ·31 Jan 2011

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.

#Czech Koruna#Israeli Shekel#Europe#Capital Flows#Reversal#Long Position#Turkish Lira#Indonesian Rupiah#South African Rand#Singapore Dollar#Investments#Currencies#Developed Markets#Risk Management#Short Selling#Exchange Rates#Strategy Archive Read More
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Japan - Which Way For The Yen

Archive Report ·David Roche ·16 Jul 2010

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.

#Strategy Archive#US Dollar#Japan#Markets#Monetary Policy#Asia#Trade#Banking#Yen#Singapore Dollar Read More
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