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Japan Election - Follow Up

Strategy Report ·David Roche ·09 Feb 2026

Japan Election - Follow Up Investment Conclusion There is no change in strategy: short 10yr JGBs; Neutral Nikkei and Yen (but considering a short Vs SGD, AUD and RMB (where I am already long)). The LDP and its ruling coalition results are even stronger that…

#Japan#Japanese Yen#Diet (Japan's parliament)#JGB (Japanese Government Bond)#Japan-Takaichii#Japan-The Sustainability of Sovereign Debt#Japan China Conflict#Japanese election#Japan (JGBs) Read More
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Shifting Sands

Strategy Report ·David Roche ·21 Jul 2025

Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short…

#Japan (JGBs)#JGB (Japanese Government Bond)#Bonds (JGBs)#Boj what to expect#BoJ#Trump Tariffs.#US Tariffs#President Trump#Japan Senate Election Results#Trump Emotional Tariffs#Trump Economic Tariffs#Japanese Yen#Putin#Japanese Elections#Trump Policy#Currency ( Yen )#Yen Shorts#Putin Strategy#Vladimir Putin#President Putin#Yen (JGBs) Read More
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Global - Bubble Is This It

Archive Report ·David Roche ·08 Jul 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.

#Credit Cycle#Greenspan#Japan (JGBs)#Strategy Archive#Equities#Bonds#Monetary Policy#Central Banks Read More
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