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22 Jul 16

No Enthusiasm For The Asia Bounce

Archive Report | David Roche | 22 Jul 16
#US#Asia#Trade#China#Central Banks#Strategy Archive#Economy#Interest Rates#Liquidity#Exports#Demand#Yield

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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. Read More

17 Jul 16

Turkey - Failed Coup

Archive Report | David Roche | 17 Jul 16
#US#Politics#Turkey#Strategy Archive#Government#Military#Recep Tayyip Erdogan#Fethullah Gulen

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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. Read More

07 Jun 16

Eurozone - When Whatever It Takes Ain't Enough

Archive Report | David Roche | 07 Jun 16
#US#Central Banks#Strategy Archive#Economy#Inflation#European Central Bank#Asset Purchases#TLTRO (Term Loan Facility for Repurchase)

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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. Read More

10 Jun 15

Red Lights Spell Danger

Archive Report | David Roche | 10 Jun 15
#Finance#US#Strategy Archive#Equities#Valuation#Tobin's q#Shiller P/E

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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. Read More

21 Apr 15

Reflation

Archive Report | David Roche | 21 Apr 15
#US#Strategy Archive#Economy#Inflation#Currencies#Unemployment#Asset Allocation#Reflation

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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. Read More

23 Mar 15

Deflations Demand Surprise

Archive Report | David Roche | 23 Mar 15
#US#China#Central Banks#Japan#Strategy Archive#Eurozone#Sweden#Deflation

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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. Read More

17 Feb 15

Russia - Putin's Terms

Archive Report | David Roche | 17 Feb 15
#US#Cold War#Sanctions#Energy#Politics#Russia#Ukraine#Strategy Archive#Economy#Europe#Proxy War#NATO#War#Military#Defence#West#Crimea#Minsk#Kiev#East Ukraine

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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. Read More

01 Jul 14

The Energy Revolution Winners & Losers

Archive Report | David Roche | 01 Jul 14
#US#Energy#China#Japan#Strategy Archive#India#North America#Growth Rates#Energy Demand#Shale Oil

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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. Read More

07 Apr 14

Russia - In For A Crude Awakening

Archive Report | David Roche | 07 Apr 14
#US#Oil#Russia#Strategy Archive#Economy#Saudi Arabia#West

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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. Read More

14 Jan 14

Turkey - Erdogan Heading For A Fall

Archive Report | David Roche | 14 Jan 14
#US#Politics#Turkey#Strategy Archive#Government#Recep Tayyip Erdogan

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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. Read More

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