In today’s briefing:
- EC Simplifies EUDR For Industry, But Smallholders Still A Concern
- Trading Inside Trump’s Collar
- CX Daily: Record Land Prices Return as Developers Bet on Prime Plots
EC Simplifies EUDR For Industry, But Smallholders Still A Concern
- Large companies can reuse existing DDS for reimported goods
- Companies can submit due diligence statements annually
- ANRPC S-G asks firms to join initiatives to empower smallholders
Trading Inside Trump’s Collar
- Market volatility is closely tied to US politics, where unfriendly measures can cap equity prices, while reversals limit potential falls, creating a political floor and ceiling.
- Attempts to avoid all losses lose relevance if they can reverse swiftly. Hedging against falls in the SP500 beyond recent lows better matches the risk of a recessionary crash.
- Selling year-end upside above 5750 covers the insurance cost and nets a 3.8% return, with price losses and gains capped at 7% and 6.4% by this “Trump Collar” strategy.
CX Daily: Record Land Prices Return as Developers Bet on Prime Plots
- Land / In Depth: Record land prices return as developers bet on prime plots
- Holiday /Foreign travelers to China jump in wake of visa waivers, bigger tax refunds
- PMI /Tariffs smother China’s services sector expansion, Caixin PMI shows
Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
Unlock all research summaries