Japanese elections see LDP decimated. There will be a period of uncertainty and volatility for Japanese assets as a messy, weak, coalition is put together at the end of a protracted messier period of haggling. Such volatility is a storm in teacup in the global scale of things. ... Read More
News LibraryShowing All Results
Filters Applied:
Tag: Elections
27 Oct 24
Japan- Turbulence in a Tea Cup
#Elections#Yen#Japan#Japanese Equities#JGBs
21 Oct 24
The Mini Podcast on Macro that Matters
#Elections#US Election#Trump#Kamala Harris#Geopolitics
The US Election swinging towards Trump? Market outcomes for Trump and Harris victory. Israel strikes back - how matters. China stimulus why the consumer is unlikely to join the party. Moldova - the poser of Russian disinformation. Read More
02 Oct 24
Money Talk with Peter Lewis: China Policy - assessing the equity market blow off and how sustainable it is
#Asia#Elections#China Plenum#Central Banks#Geopolitics#Japan#Market V Planned Economies#Ishiba#Bank of Japan
A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek Read More
26 Sep 24
Japan- The LDP leadership election - Why leadership matters
#Asia#Security#Greyzone Warfare#Elections#Politics#China#Japan#LDP#Bank of Japan
Leadership matters in Japan with the biggest impact being on regional security Read More
26 Aug 24
US Fed- Jackson Hole- Chairman Powell Speech
#Elections#Monetary Policy#Central Banks#US Fed#Jackson Hole#Chairman Powell
US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think? Read More
23 Jul 24
Peter Lewis' Money Talk
#US#Elections#China#US Election#China Plenum
David Roche appears on Peter Lewis' Money Talk Podcast and discusses the impact of the latest news from the USA and China. Read More
21 Jul 24
Joe Biden Withdraws
#US#Elections#Politics#US Election
It is confirmed that Joe Biden has withdrawn his candidacy for the Presidency. He endorses Kamala Harris as his successor. This choice is likely to be endorsed by the Democratic Party. Report follows. Read More
15 Jul 24
CNBC Squawk Box (Asia): US Presidential Election
#US#Elections#US Election
David Roche appears on CNBC's Squawk Box Asia and discusses recent events in the US Presidential Election Read More
03 Jun 24
South Africa The Beginning Of The End
#Elections#Politics#Markets#Strategy Archive#Economy#Inequality#Corruption#Government policy#Unemployment#Patronage
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
01 Apr 24
Turkey Mayoral Elections EDIT
#Elections#Politics#Turkey#Strategy Archive#Government#Istanbul#Ankara
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
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us