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27 Jul 25

EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet

Strategy Report | David Roche | 27 Jul 25
#EU#Trade Wars#EU (European Union)#Bilateral Trade#Trade Policy#Trump Tariffs.#US Tariffs#Reciprocal Tariffs#Trump Economic Tariffs#US - EU Trade Agreement#EU Tariffs#EU - US Trade War

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EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors... Read More

26 Apr 19

Trade Thunks

Archive Report | David Roche | 26 Apr 19
#EU#Trade#Technology#Strategy Archive#US-China#Auto#FEEDER ECONOMIES#Asian EM#Bilateral Trade#Dependence on Foreign Funding

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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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