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Oddbins

Strategy Report ·David Roche ·05 Oct 2025

Oddbins. Investment Conclusion Japan - The Sanae Takaichi government, at the margin, means more fiscal spending. Therefore the Wealth Preservation Portfolio takes on: • More exposure to Japanese equities. • More shorts on JPG 10yrs. • And a careful watch for any change i…

#Cold War#China Plenum#Grayzone Warfare#US-China Cold War#US-China Relations#NATO#US-China Trade War#US-China Trade Relations#China Renminbi#EU Summit#Ukraine War#EU NATO#Russia’s Illegal War in Ukraine#China trade war escalatory dominance#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions Read More
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Eurozone - Shift On Assets Update

Archive Report ·David Roche ·15 Sep 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.

#Peripheral Markets#Eurozone (EZ)#Debt Positions#OMT Program#Hedging Strategy#Spanish Debt#Asset Management#Strategy Archive#Economy#Europe#ECB#EU Summit Read More
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ECB, Euro Summit Outcome

Archive Report ·David Roche ·11 Dec 2011

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 Crisis#Turning Point#EU Treaty#Implementation#Delay#IMF Funding#Eurozone Reforming Economies#European Financial Stability Facility#European Stability Mechanism#Outlook#Securities Markets Programme#ECB Policy#No Monetisation#Strategy Archive#European Central Bank#Banking#Resources#Sovereign Debt#EU Summit Read More
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EFSF Expansion - Will They Or Wont They

Archive Report ·David Roche ·28 Feb 2011

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.

#Portugal#EU Summit#Angela Merkel#Bailouts#Solvency#Economy#Strategy Archive#Germany#European Financial Stability Fund (EFSF)#State Election#Baden-Wurttemberg#European Monetary Union (EMU)#Crisis Threats#Fiscal-Challenged Members#Euro Survival#Bond Redemption Read More
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EMU

Archive Report ·David Roche ·06 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.

#EMU (Eurozone)#International Meetings#Professional Investors#Council Meeting#Chancellor Helmut Kohl#President Jacques Chirac#Italian Prime Minister Silvio Prodi#European Finance Ministers#Stability and Growth Pact#Monetary Policy Council#Monetary Policy#Strategy Archive#Fiscal Policy#Bundesbank#EU Summit#Bank of France#European Union#Economic Policy Read More
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