Investor Report July 2025: Strategic capital allocation in the shadow of transatlantic trade shifts

99,00 

Why you should read this report
In just 9 compact pages, you will receive a precise market and political analysis of the current trade conflicts between the EU and the USA - including specific investment recommendations for energy, defense, the overall market and tech. Benefit from hand-picked data, clear graphics and actionable strategies, without hours of research!

Description

Why you should read this report
In just 9 compact pages, you will receive a precise market and political analysis of the current trade conflicts between the EU and the USA - including specific investment recommendations for energy, defense, the overall market and tech. Benefit from hand-picked data, clear graphics and actionable strategies, without hours of research!

 

What you will find in the report

  • Executive Summary with key statements on capital flows, customs duties and subsidy programs

  • Macroeconomic contextRussia gas mix, US LNG offensive & price dynamics

  • Political measuresIRA, US tariffs & EU countertrade at a glance

  • Market reactionsDAX rise, GDP effects (IfW) and expert statements

  • Strategic allocation: Top ETFs with expected returns

  • Example portfolioRegional weighting & hedges

  • Risk factors & leading indicators for early position adjustment

  • Sources for full traceability

 

For whom this report is intended

  • Active private investors & family officesthat invest in volatile markets

  • Investment teams of small boutiqueswho appreciate compact geopolitical research

  • Financial and energy analystswho need well-founded basic data quickly available

  • Strategic decision-makerswho make short and medium-term allocation decisions

Offer & Conditions

  • Early bird rate: Only 49 € until August 01, 2025

  • Standard price: Subsequently 99 €

  • Delivery format: PDF download (automatic dispatch after payment)

  • Scope: 9 pages


Secure your knowledge advantage now!
Seize the opportunity and make a one-off investment in a report that will prepare you optimally for the next market and political wave.

Petr Kirpeit
en_USEnglish