This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio... Read More
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16 Sep 25
Odd bins
#US Fed#US Federal Reserve#Central Banks (US Federal Reserve)#Boj what to expect#US Federal Reserve Independence.#BoJ#Trump’s Crusade Against the US Fed#Asian Equities#European Equities.US Yield Steepeners.US Fed Independence.
Odd bins Investment Conclusion Asian equities added as European equities reduced. A warning on Fed Independence. Shipping data show weakness in the US economy. Read More
25 Aug 25
Odd bins: Jackson Hole, Russia & Shipping
#US Fed#Jackson Hole#US Federal Reserve#US-China Trade War#US-China Trade Relations#Shipping#Putin Strategy#Vladimir Putin#President Putin#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#Geopolitical Disruption#Container Shipping#The Putin Trump Summit.#Jackon Hole Monetary Policy Pivot#Trump’s Crusade Against the US Fed#Trump & Putin
Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le... Read More
28 Jan 25
The McKinley Factor
#Populism#Investment Strategy#Asset Bubbles#EMU (Eurozone)#Central Banks (US Federal Reserve)#US Exceptionalism#Axis of Autocracies#Alliance of Democracies
Investment Conclusion. Exceptionalism is not just about benefits but costs. The economic policies and geopolitical disruption of the second Trump Presidency are certainly exceptional but will incur more economic costs than benefits. These costs will be spread about the worl... Read More
10 May 22
The Spectre Of Recession
#Finance#Trade#Energy#Food#Politics#Russia#Ukraine#Strategy Archive#Economy#Health#Central Banks (US Federal Reserve)
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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