Quantum Strategy

Reports Library

Showing All Results

FiltersTag Clear
Report
Report

Tariffying Moment

Strategy Report ·David Roche ·09 Jan 2026

Tariffying Moment. The US Supreme Court is set to publish, on Friday, January 9, its opinions & and probably its verdict on the use of IEEPA tariffs. N egative for US Treasuries and the US$. No bonanza for EM equities, This report looks at the consequences …

Report
Report

The Stable Coin Plot?

Strategy Report ·David Roche ·20 Jul 2025

Executive Summary: The Stable Coin Plot? Stablecoins are the privatisation of money. They have the potential to: • Disrupt traditional banking systems. They can suck deposits out of the banking system leaving significant funding gaps for banks and the “real” economy. …

Report
Report

US - Cracks In The Fiscal Cliff

Archive Report ·David Roche ·07 Jan 2013

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.

Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us
An unhandled error has occurred. Reload 🗙