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Odd Bins 08.04.2025 - Some significant shifts in portfolio positions

Strategy Report ·David Roche ·04 Aug 2025

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…

#Europe (West Germany)#German Equities#EU Implications of German Defence Spending#German Equities & Bunds#US - EU Trade Agreement#EU Tariffs#EU Equities#Portfolio Risk Assessment Read More
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Data Digest - West German IFO

Archive Report ·David Roche ·26 Aug 2003

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.

#Markets#Strategy Archive#Economy#Employment#Europe (West Germany) Read More
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