Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM... Read More
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13 Feb 25
Ukraine: Worse than Minsk
#Russia#Ukraine#EU Commission#Trump Policy#Trump Administration#Donald Trump#EU (European Union)#Ukraine War#Russia's Economy#Global Alliances#Currency (US Dollar)#Russian Influence#Deglobalisation#Deglobalization#Alliance of Autocracies#Alliance of Democracies#Trump Tariffs.
The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence... Read More
04 Dec 23
EU Equities - What Could Go Right
#Strategy Archive#Equities#US Treasuries#Global Equities#European Union#Market Perception#Independent Strategy Report#European Underperformance#Ukraine War#ECB Stance#European Consumer#Interest Rate Policy#Taiwan Straits#South China Sea#Strategic Position#Long Bonds
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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