Independent Strategy

2x dumb done-deals – but important

Report Date:  21st December, 2022

There are two dumb deals, but important ones: 1) the BoJ decision to raise the target band for JGB yields and 2) the EU gas cap plan. We are adding to our JGB shorts and yen longs.

To read the full report - Login or Subscribe

SUBSCRIBE
Author:
< Back|All Reports|< Previous   Next >

Login|How to Subscribe|Browse All Reports|About Independent Strategy

In the Media

Confidence in China isn’t coming back
Confidence in China isn’t coming back
David Roche CNBC Asia Squawkbox 08/11/23
David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand
David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand
David Roche CNBC Asia Street Signs 20/10/23
The US could slip into recession next year because the Fed seem determined to keep rates high for too long
The US could slip into recession next year because the Fed seem determined to keep rates high for too long
David Roche CNBC Asia Street Signs 20/10/23
China in the next decade
China in the next decade
David Roche Bloomberg TV 27/09/23

Subscribe to our YouTube Channel