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Winter of Discontent

Strategy Report ·David Roche ·07 Oct 2024

There will be a bear market in the next 12 months. The DNA of the bear market is writ large: the inevitable war on Iran’s nuclear weapons capabilities; Russia and Ukraine again becoming economically relevant to markets; unrequited market expectations for growt…

#World#US#Greyzone Warfare#Tariffs#Trade#US Election#Trump#Russia#US Fed#Middle East#Israel#Iran#Japan#Markets#Moscow#Global Outlook#LDP Read More
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Japan- The LDP leadership election - Why leadership matters

Strategy Report ·David Roche ·26 Sep 2024

Leadership matters in Japan with the biggest impact being on regional security

#China#Japan#Security#Greyzone Warfare#Politics#Elections#Asia#LDP#Bank of Japan Read More
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Japan - For Want Of An Earthquake

Archive Report ·David Roche ·16 Oct 2000

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.

#Interest Rates#Investments#Debt#Economy#Government Deficit#Capital Leakage#Asia#Politics#Japan#Finance#LDP#Strategy Archive Read More
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Japan - Ldps Come Uppance Note

Archive Report ·David Roche ·13 Jul 1998

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#JGBs#LDP#Japan#Yen#Elections#Politics#Trust Fund Bureau#Liberal Democrats#Socialist Model#Bond Yields#Equities#Capital Flight Read More
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