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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 …

#US Federal Reserve#Boj what to expect#US Federal Reserve Independence.#BoJ#Trump’s Crusade Against the US Fed 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…

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

#US Federal Reserve#US Fed#Central Banks (US Federal Reserve)#Boj what to expect#US Federal Reserve Independence.#BoJ#Trump’s Crusade Against the US Fed#Asian Equities#European Equities.US Yield Steepeners.US Fed Independence. 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 Senate Election Results#Trump Emotional Tariffs#Trump Economic Tariffs#President Trump#Trump Tariffs.#US Tariffs#BoJ#Boj what to expect#Bonds (JGBs)#JGB (Japanese Government Bond)#Putin#Japanese Elections#Trump Policy#Putin Strategy#Vladimir Putin#President Putin#Yen (JGBs)#Japan (JGBs)#Japanese Yen#Currency ( Yen )#Yen Shorts Read More
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