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Time Past & Time Future

Strategy Report ·David Roche ·10 Dec 2025

Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?…

#European Commission#Euro Area#Trump Tariffs and Treaty Destruction#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Japan-Takaichii#Trump's 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt#The Six Macro Risk Factors for Markets#The Cost of Trump's Spheres of Influence#The Alliance of Dictators and Dictator Wannabes. Read More
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Update - Gas Wars - EU Rides To The Rescue

Archive Report ·David Roche ·28 Jun 2022

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.

#Gas Storage#EU Regulations#European Commission#EU#Energy#Russia#Strategy Archive Read More
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German CC Greenlights EU Recovery Fund Ratification

Archive Report ·David Roche ·22 Apr 2021

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.

#Euro#Strategy Archive#German Taxpayers#German Constitutional Court#EU Recovery Fund (RF)#Covid-19 Measures#Economic Damage#Injunction#Ratification#Payouts#European Commission Read More
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Italy - Enter The Dragon

Archive Report ·David Roche ·14 Feb 2021

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.

#European Commission#Government Formation#Pandemic#Mario Draghi#Strategy Archive#Economy#Politics#Italy#EU Recovery Fund#Bank of Italy Read More
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Calculus On A Kitchen Table

Archive Report ·David Roche ·02 Jun 2020

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.

#Economy#Eurozone#Europe#US#Strategy Archive#European Union#Central Bank of European Stability Mechanism (ESM)#Ursula von der Leyen#European Commission Read More
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Moving On From Monte Dei Paschi

Archive Report ·David Roche ·04 Jan 2017

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.

#Banking#European Commission#Politics#Strategy Archive#Finance#Economy#Government#Banking System#Debt#Italy#Electoral Law#Renzi's Jobs Act. Read More
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Greece - On The Edge

Archive Report ·David Roche ·08 Jul 2015

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.

#Debt#Bailout#Eurozone#Europe#Greece#Elections#Strategy Archive#European Commission#Austerity#EU Council#ESM Read More
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Europe - Forward To GSP2

Archive Report ·David Roche ·11 Oct 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.

#Growth and Stability Pact (GSP)#European Commission#Lisbon Treaty#Finance#Strategy Archive#Economy#Fiscal Policy#Europe Read More
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EMU

Archive Report ·David Roche ·12 Jun 1997

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#Bank of France#European Commission#European Union#Jospin#Jacques Chirac#Helmut Kohl#International Meetings#Stability and Growth Pact#Monetary Policy Council#Amsterdam EU Summit#Maastricht Treaty Revisions#Santer#G7 Summit in Denver#European Economic Community (EMU)#Fiscal Priorities#Employment Policy Read More
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