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Strategy Report ·QS Team ·14 Dec 2025

This week we publish "The 8 Disruptions" or why consensus flat world forecasts are wrong. The BoJ will be key in first stage of the battle for central bank independence in Japan . We expect it raise rate to 0.75bp. But if Ueda chickens out JGB 1pyr yields will decisive…

#Boj what to expect#Ukraine. President Zelensky#Trump's Serial Betrayalls of Ukraine Read More
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The Fed and the BOJ: The Manichaean War for Central Bank Independence

Strategy Report ·QS Team ·11 Dec 2025

The Fed and the BOJ More Fed cuts to come....but not the sort that will contiue to inspire confidence in equity markets. In Japan the battle for central bnk independence will be declared when Ueda raises rate by 75BP in the BoJ December meeting. That will …

#Boj what to expect#Trump’s Crusade Against the US Fed#BoJ#US Federal Reserve Independence.#US Federal Reserve Read More
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Odd bins

Strategy Report ·David Roche ·04 Nov 2025

This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio…

#Change in Leadership#Cold War#NuclearThreats#US Federal Reserve#Boj what to expect#BoJ#Nuclear Weapons#Nuclear deterrence#Nuclear Arsenal#Central Banks (US Federal Reserve)#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme. Read More
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Odd bins

QS Team ·16 Sep 2025

Odd bins Investment Conclusion Asian equities added as European equities reduced. A warning on Fed Independence. Shipping data show weakness in the US economy.

#Asian Equities#European Equities.US Yield Steepeners.US Fed Independence.#Trump’s Crusade Against the US Fed#Central Banks (US Federal Reserve)#Boj what to expect#US Federal Reserve Independence.#BoJ#US Federal Reserve#US Fed 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…

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