Home
About
Main Website

The real Trump trades...

TCP Research

04 Mar 2025 • 1 min read

European defence and US CPI ...

Sign up for more like this.

Enter your email

Read more articles

Bullish for European private markets assets & CRE ...

From our good friends at Gavekal ... note particularly that lending is picking up everywhere in marked contrast to the last cycle ... this one doesn't involve private sector or state deleveraging ...

26 Mar 2025

Bullish for European private markets assets & CRE ...

From our good friends at Gavekal ... note particularly that lending is picking up everywhere in marked contrast to the last cycle ... this o

26 Mar 2025

Three things here ...

Adversarial geo-economic policies make it harder to keep pushing for over allocation to US assets and ... at the same time ...the world has gotten itself over allocated to US assets ... so if the appetite to keep re-buying into that position shifts (even if its moves slowly and incrementally as it

26 Mar 2025 2 min read

The Reality of Risk © 2025

About The Author