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... Read More
Reports LibraryShowing All Results
05 Oct 25
Oddbins
#Cold War#China Plenum#Grayzone Warfare#US-China Cold War#US-China Relations#NATO#US-China Trade War#US-China Trade Relations#China Renminbi#EU Summit#Ukraine War#EU NATO#Russia’s Illegal War in Ukraine#China trade war escalatory dominance#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions
Oddbins. Investment Conclusion Japan - The Sanae Takaichi government, at the margin, means more fiscal spending. Therefore the Wealth Preservation Portfolio takes on: • More exposure to Japanese equities. • More shorts on JPG 10yrs. • And a careful watch for any change i... Read More
20 Apr 25
On a Train in China
#Tariffs#China Stimulus#US-China Trade War#People's Bank of China (PBoC)#US-China Trade Relations#PBoC (People's Bank of China)#China Renminbi#Economy (China)#US-China#Trump's 100 Policy Blitz.China GDP#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
On a Train in China Investment Conclusion The US confrontation with China will escalate further. China has escalatory dominance. And the confrontation is an opportunity for Beijing to pursue other goals left by the vacuum of US soft power withdrawal and the injury cause... Read More
28 Jan 16
Currency Shifting Sands
#Politics#Markets#US Federal Reserve#Strategy Archive#Economy#Bank of Japan#Currencies#Exchange Rates#European Central Bank (ECB)#China Renminbi#India Rupee#Poland Zloty
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
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us