Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?... Read More
Reports LibraryShowing All Results
10 Dec 25
Time Past & Time Future
#European Commission#Euro Area#Trump Tariffs and Treaty Destruction#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Japan-Takaichii#Trump's 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt#The Six Macro Risk Factors for Markets#The Cost of Trump's Spheres of Influence#The Alliance of Dictators and Dictator Wannabes.
04 Aug 25
Odd Bins - some portfolio chnages of consequence!
#Germany#Euro Position#Europe (Germany)#Euro Area#German Equities#German Equities & Bunds#EU Equities
Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re... Read More
06 Dec 04
EUR
#US#EU#Strategy Archive#EUR#European Economy#Gross Domestic Product (GDP)#Economic Growth Rate (GFCF)#Euro Area#Comparative Data#Financial Balance#Corporate Liabilities#Debt Levels#American Economy
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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