Tariffying Moment. The US Supreme Court is set to publish, on Friday, January 9, its opinions & and probably its verdict on the use of IEEPA tariffs. N egative for US Treasuries and the US$. No bonanza for EM equities, This report looks at the consequences ... Read More
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14 Feb 25
Anatomy of Exceptionalism
#US-China Cold War#USA#American Economy#US Equities#USD (US Dollar)#US-China#US Exceptionalism#US Fiscal Policy#US Sovereign Debt#DOGE
US Exceptionalism is the investor conviction that “things can’t go wrong in the US of America” for you or your money. Like Frankenstein, “Exceptionalism” is half man, and half beast, half economic reality and half perception - laced with large dollops of hope. The markets ca... Read More
01 Nov 21
Japan - The Sun Can Also Do Nothing
#Finance#Trade#China#Yen#Japan#Strategy Archive#Climate Change#Risk Management#Commodities#USD (US Dollar)#SGD (Singapore Dollar)#AUD (Australian Dollar)#RMB (Renminbi)
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
24 Oct 05
Japan - The Decade Of Equity
#Yen#Japan#Strategy Archive#Economy#US Economy#Interest Rates#Equity markets#Global Financial Flows#USD (US Dollar)
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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