Quantum Strategy

Reports Library

Showing All Results

FiltersTag Clear
Report
Report

The Gormless Eejit!

Strategy Report ·David Roche ·10 Jun 2025

The Gormless Eejit! Investment Conclusion Can equities continue to rise while US bonds and the US$ to fall? I got this wrong so far. This note looks at the economic logic of this divorce. It could continue if disruption is over. But that’s unlikely. The wider economi…

#Global Equities#US Politics#US Equities#Sovereign Bonds.#Bonds (Treasuries)#US Presidency#US Policy#US$ Safe Haven Flows#US$ as Global Reserve Currency#US$ Portfolio Investment by Foreigners.#Equities Vs Bonds & the US$#Treasury Bonds Read More
Report
Report

Shifting Sands

Archive Report ·David Roche ·23 Mar 2012

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 Markets#Foreign Exchange#Treasury Bonds#Economic Policy#Bailouts#Money Markets#Yen#Strategy Archive#Economy#Eurozone#Greece#Fiscal Policy#Growth#Inflation#Currencies#Interest Rates Read More
Report
Report

Data Digest US unit labour costs Q1

Archive Report ·David Roche ·05 Mar 2006

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.

#Productivity#Bond Markets#Strategy Archive#Economy#Labor Costs#Treasury Bonds#Stock Options#Bonuses Read More
Report
Report

Data Digest Foreign Purchases of US Securities

Archive Report ·David Roche ·16 Nov 2005

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.

#Stocks#Treasury Bonds#Investments#Foreign Investment#US#Strategy Archive Read More
Report
Report

Data Digest Foreign Purchases of US Securities

Archive Report ·David Roche ·16 May 2005

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#US#Investments#Foreign Investment#Treasury Bonds Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us
An unhandled error has occurred. Reload 🗙