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President Trump’s Asia Trip – Not Trade but the New Cold War

Strategy Report ·David Roche ·31 Oct 2025

President Trump’s Asia Trip – Not Trade but the New Cold War Investment Conclusion The trade result of President Trump’s Asian trip is to dial us back to where we were in February of this year as measured by tariffs. Some of the US “wins” need further evidence. For exam…

#US-China Cold War#US-China Trade War#China.#US-China Trade Relations#US Tariffs#China Tariffs#China trade war escalatory dominance#China Trade War#China & Global South Read More
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Oddbins

QS Team ·26 Oct 2025

Investment Conclusion There are no changes in the Wealth Preservation Portfolio this week. But long/overweight Japanese equities is being put on watch. Investors who cut Yen long positions in Yen may consider re-entering them. The BoJ has no excuse not to lean into Taka…

#Container Shipping#Ukraine. President Zelensky#France Sovereign Debt Crisis#France-Lecornu#Japan Takaichi Polich Speech#Xi Trump Summit#China & Global South#Ukraine Truce#Shipping#China Renminbi#President of France#Ukraine War#China Communist Party#China Plenum#France Read More
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China: No Pushover!

Strategy Report ·David Roche ·05 May 2025

China: No Pushover! Investment Conclusion I would not be in any hurry to participate in the current market rally in equities, bonds or the US$. The US equity market today tells us the world is only 9% worse off than when President Trump took office and as…

#US-China Cold War#US-China Relations#US-China Trade War#US-China Trade Relations#Trump Tariffs and Treaty Destruction#Fentanyl tariffs#China trade war escalatory dominance#Tariffs#China Trade War#China & Global South Read More
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