President Trump’s Asia Trip – Not Trade but the New Cold War Investment Conclusion The trade result of President Trump’s Asian trip is to dial us back to where we were in February of this year as measured by tariffs. Some of the US “wins” need further evidence. For exam... Read More
Reports LibraryShowing All Results
26 Oct 25
Oddbins
#China Plenum#France#Shipping#China Renminbi#President of France#Ukraine War#China Communist Party#Ukraine Truce#China & Global South#Container Shipping#Ukraine. President Zelensky#France Sovereign Debt Crisis#France-Lecornu#Japan Takaichi Polich Speech#Xi Trump Summit
Investment Conclusion There are no changes in the Wealth Preservation Portfolio this week. But long/overweight Japanese equities is being put on watch. Investors who cut Yen long positions in Yen may consider re-entering them. The BoJ has no excuse not to lean into Taka... Read More
05 May 25
China: No Pushover!
#Tariffs#US-China Cold War#US-China Relations#US-China Trade War#US-China Trade Relations#Trump Tariffs and Treaty Destruction#Fentanyl tariffs#China trade war escalatory dominance#China Trade War#China & Global South
China: No Pushover! Investment Conclusion I would not be in any hurry to participate in the current market rally in equities, bonds or the US$. The US equity market today tells us the world is only 9% worse off than when President Trump took office and as... Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us