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The McKinley Factor

Strategy Report ·David Roche ·28 Jan 2025

Investment Conclusion. Exceptionalism is not just about benefits but costs. The economic policies and geopolitical disruption of the second Trump Presidency are certainly exceptional but will incur more economic costs than benefits. These costs will be spread about the worl…

#Populism#Investment Strategy#Asset Bubbles#EMU (Eurozone)#Central Banks (US Federal Reserve)#US Exceptionalism#Axis of Autocracies#Alliance of Democracies Read More
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Emuscope - EMU Market Time Bomb Fax

Archive Report ·David Roche ·25 Mar 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.

#Corporate Profitability#Divergence#State Finances#Monetary Controls#Fiscal Controls#Populist Backlash#Investor Advice#DM (Deutsche Mark)#Challenges#Euro Strength#EMU (Eurozone)#European Union#European Equities#Economic Risks#Unemployment#Interest Rates#US Dollar#Economic Growth#Strategy Archive Read More
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Emuscope - EMU Market Time Bomb

Archive Report ·David Roche ·25 Mar 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#Economic Growth#Efficiency#US Dollar#Interest Rates#European Union#Single Currency Area#European Equities#EMU (Eurozone)#Euro Strength#Corporate Profitability#Challenges#Fiscal Stability#DM (Deutsche Mark)#Potential Risks#Economic Fundamentals#Disparities#Populist Politics#Monetary Stability#State Size Read More
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Emuscope Countdown Fax

Archive Report ·David Roche ·27 Feb 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.

#1997 Budget Data#State Elections#EU Commission Reports#German Bundestag#Bundesrat Voting#European Central Bank Launch#First Wave Entry#Right-Wing Coalition Victory#EMU Chances#EMU (Eurozone)#Timeline#EMI Convergence#Ecofin Meeting#European Union#Strategy Archive Read More
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EMU

Archive Report ·David Roche ·12 Dec 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#EU Commission#Elections#European Central Bank#European Union#EMU (Eurozone)#Professional Investors#UK Presidency#Early Entry into Euro#ECB Role#Timeline#Key Meetings#Decisions#EMI Convergence Read More
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EMU

Archive Report ·David Roche ·02 Sep 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.

#Copenhagen Summit#Maastricht Treaty#Referendum#Presidency of the European Council#EMU (Eurozone)#Portugal#Italy#Ireland#European Central Bank#Economic Policy#Belgium#Budgets#European Union#Monetary Policy#France#Germany#Fiscal Policy#Strategy Archive Read More
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EMU

Archive Report ·David Roche ·13 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#Financial markets#Interest Rates#Job Creation#Business Cycle#European Union#EMU (Eurozone)#Delayed Launch#European Economy#Equity Market Valuations#Fiscal Stability#Paris-Bonn Spat#Short-term Rates#Long-term Financial Assets Read More
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EMU

Archive Report ·David Roche ·10 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)#European Union#Maastricht Treaty#European Disintegration#Lack of Demand#State Intervention#Higher Taxes#Capital Gains Tax#Wealth Tax#Alternative Economic Models#European Politics#Stability Pact#Economic Policy#Strategy Archive#France Read More
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EMU

Archive Report ·David Roche ·09 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#Germany#France#Populism#Economic Policy#European Central Bank#Fiscal Policy#European Union#Budget Deficit#EMU (Eurozone)#Bundesbank#Stability and Growth Pact#Constitutional Crisis#Finance Ministers#Job Unemployment#Social Orientation 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.

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