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EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet

Strategy Report ·David Roche ·27 Jul 2025

EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors…

#EU#Trade Wars#EU (European Union)#Trade Policy#Trump Tariffs.#US Tariffs#Reciprocal Tariffs#Trump Economic Tariffs#US - EU Trade Agreement#EU Tariffs#EU - US Trade War#Bilateral Trade Read More
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Trade Thunks

Archive Report ·David Roche ·26 Apr 2019

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.

#Dependence on Foreign Funding#EU#US-China#Auto#FEEDER ECONOMIES#Asian EM#Bilateral Trade#Trade#Technology#Strategy Archive Read More
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