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
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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
15 Sep 12
Eurozone - Shift On Assets Update
#ECB#Strategy Archive#Economy#Europe#Asset Management#Spanish Debt#EU Summit#Peripheral Markets#Eurozone (EZ)#Debt Positions#OMT Program#Hedging Strategy
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
11 Dec 11
ECB, Euro Summit Outcome
#Strategy Archive#European Central Bank#Banking#Sovereign Debt#Resources#EU Summit#Euro Crisis#Turning Point#EU Treaty#Implementation#Delay#IMF Funding#Eurozone Reforming Economies#European Financial Stability Facility#European Stability Mechanism#Outlook#Securities Markets Programme#ECB Policy#No Monetisation
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
28 Feb 11
EFSF Expansion - Will They Or Wont They
#Germany#Strategy Archive#Economy#Solvency#Angela Merkel#Bailouts#Portugal#EU Summit#European Financial Stability Fund (EFSF)#State Election#Baden-Wurttemberg#European Monetary Union (EMU)#Crisis Threats#Fiscal-Challenged Members#Euro Survival#Bond Redemption
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
06 Jun 97
EMU
#Monetary Policy#Strategy Archive#Fiscal Policy#Economic Policy#European Union#Bank of France#Bundesbank#EU Summit#EMU (Eurozone)#International Meetings#Professional Investors#Council Meeting#Chancellor Helmut Kohl#President Jacques Chirac#Italian Prime Minister Silvio Prodi#European Finance Ministers#Stability and Growth Pact#Monetary Policy Council
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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