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Covid Winners And Losers

Archive Report | David Roche | 24 Sep 20

#Strategy Archive #COVID-19 #Corporate Profits #Equity Market Winners #Online Product and Service Providers #Concentration of Bets #High Valuations #Sector Themes post COVID-19 #Macro Consequences #Zoom #Tesla #Peloton #US Stock Market #Uber #United Airlines #Lockdowns

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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

Italy - Fairer Winds

Archive Report | David Roche | 22 Sep 20

#Elections #Politics #Strategy Archive #Italy #European Union #Partito Democratico #M5S #Italian Constitution #Government Coalition

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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

US - Future Nostalgia

Archive Report | David Roche | 17 Sep 20

#Monetary Policy #Central Banks #Strategy Archive #Dollar #Government Policies #Federal Reserve #Labour Market #Inflation Targeting #Phillips Curve #Economic Projections

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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

US - The Blank Sheet

Archive Report | David Roche | 16 Sep 20

#Elections #Politics #Strategy Archive #Government #Taxation #USA

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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

Lagarde's Real Vision

Archive Report | David Roche | 11 Sep 20

#Strategy Archive #Eurozone #COVID-19 #Inflation #European Central Bank #Rates #Banking

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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

UK - Smiley's Convictions

Archive Report | David Roche | 09 Sep 20

#Euro #Strategy Archive #Economy #Dollar #Law #Sterling #Brexit #Northern Ireland

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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

MM - Following The Covid Recovery With Big Data

Archive Report | David Roche | 03 Sep 20

#US #Japan #Germany #Strategy Archive #Economy #Spain #COVID-19 #Big Data #Brazil

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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

Return To All That

Archive Report | David Roche | 01 Sep 20

#US #EU #China #Japan #Strategy Archive #Economy #Dollar #Equities #COVID-19 #Inflation

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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

Pause

Archive Report | David Roche | 18 Aug 20

#Finance #Strategy Archive #Gold #Currencies #USD #EUR #DXY #BRL #INR #IDR

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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

How Small Things Connect To Big Things And Big Things To Everything

Archive Report | David Roche | 06 Aug 20

#Technology #Politics #China #Strategy Archive #Economy #Hong Kong #Xi Jinping #Global Strategy

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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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