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30 Mar 25

Tariffying!

Strategy Report | David Roche | 30 Mar 25
#Geo-economics#Geostrategy#Protectionism#Tariffs#Geopolitics#Equity Bear Market#Geopolitical Fragmentation#Secular Bear Markets#Bear Markets#Global Geopolitics#Geopolitical Disruption#Trump Tariffs.#US Tariffs#Remedial Tariffs

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Tariffying! US “remedial” tariffs to be announced on April 2 will raise the US effective tariff rate to above 15% - a level not seen since the Great Depression era. This is above the level needed to cause Tariff-Induced-Stagflation in the US economy. The announcement will co... Read More

26 Mar 21

On Fire, But Not Yet Burnt

Archive Report | David Roche | 26 Mar 21
#Technology#Markets#Strategy Archive#Economy#Equities#Investment#COVID-19#Inflation#Policy#Valuations#Bear Markets

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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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