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09 Mar 25

War Dividend

Strategy Report | David Roche | 09 Mar 25
#EU Commission#Defence#EU Commission Proposal#EU Commission Powers#Defence Expenditure#UK (United Kingdom)#EU Defence Spending & Strategy#US Defence#Global Defence Boom#German Stimulus#UK Defence Budget

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War Dividend A tectonic plateshift has started. There will be a War Dividend to recoup the Peace Dividend since the Fall of the Berlin Wall. Events in Europe will cause a global arms race as Alliances break down and nations and blocs “go it alone”. Defence demand will far exc... Read More

25 Jul 23

It's Not Goldilocks

Archive Report | David Roche | 25 Jul 23
#Central Banks#Strategy Archive#GDP#Inflation#Interest Rates#Profits#Secular Forces#Deglobalisation#Defence Expenditure

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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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