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US - Japan Trade Deal Update No 2.
Update Japan - US tariffs. This is an update of the state of play on Japanese US Tairffs which i sent to you two days ago (J apan - wosening news on execution of US trade deal) Japan's Chief Negotiator, Ryosei Akazawa, has returned to Japan. There is no joint …
Japan - wosening news on execution of US trade deal
US - Japan Trade Deal - wosening news on execution, Tokyo believed it had negotiated a promise that Japan and the EU would get the same 15% maximum tariff on virtually all items in Trump’s country-wide “reciprocal tariffs.” Tariffs below 15% would be raised to 15%. Tarif…
Odd Bins 08.04.2025 - Some significant shifts in portfolio positions
Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e…
Odd Bins - some portfolio chnages of consequence!
Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re…
Monday Oddbins
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.
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet
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…
Shifting Sands - error corrected
the Shifting sands report had a mistake. The text said US tariffs on Japanese steel and aluminium was 25% it is of course 50%. the figure of 50% was throughout the report - including grahics and tables. sorry! d
Tariffs: How Good is Bad? The US-Japanese hadshake deal
Tariffs: How Good is Bad? The US-Japanese hadshake deal Investment Conclusion The equity markets are rejoicing at the latest US tariff deals. I am not. And neither are bond markets or the US $. The Japanese handshake 15% tariff deal is better than the mooted 25% tariffs. Bu…
Shifting Sands
Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short…
The Stable Coin Plot?
Executive Summary: The Stable Coin Plot? Stablecoins are the privatisation of money. They have the potential to: • Disrupt traditional banking systems. They can suck deposits out of the banking system leaving significant funding gaps for banks and the “real” economy. …