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Paris Brule (un peu)

Strategy Report ·David Roche ·07 Sep 2025

France: Sovereign Debt and the Political Crisis. The Bayrou government will fall on September 8. Macron will try and avoid new legislative elections at all costs. And of course there’s no way he’ll resign as President. He will look for a centre-left PM. He hopes such a PM can …

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Autumn Sonata

Archive Report ·David Roche ·02 Aug 2024

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.

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A Return To A Normal World

Archive Report ·David Roche ·01 Sep 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.

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Getting Darker

Archive Report ·David Roche ·04 Aug 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.

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Debt By A Thousand Cuts

Archive Report ·David Roche ·02 Aug 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.

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Japan

Archive Report ·David Roche ·13 Mar 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.

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