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CNBC Street Signs- the Renminbi to fall to 8.50 to the USD!!!! Shock & Awe
China_ The Renminbi will fall to 8.50 to the US$ in a year as excess domestic liquidity from failed stimulus heads for the door and devaluation is used to limit damage from tariffs.
CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail.
CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail.
The Micro Podcast on Macro Matters
Quantum Strategy - The Micro Podcast on Macro Matters: What's happened but matters still: China data; Germany - what the Bundesbank believes; Korea - the constitutional crisis; & France - why a decent PM makes no difference - no reform before the populists take over. And to …
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets!
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets! China's deflation continues- why it matters? Syria- the two scenarios and how critical they are. ECB - what to expect. US Inflation - service price figures critical
The Micro Podcast on Macro that matters to markets
David Roche: Quantum Strategy - The Micro Podcast for Macro that matters to Markets: Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. Th…
Mini Podcast on Macro
The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China…
The Mini Podcast on Macro on a Monday
Quantum Strategy: The Mini-Podcast on Macro on a Monday: This weeks Macro Events: the US Election - what it means for markets - contrary to expectations a Trump victory would be bad for markets; The Fed - a 25 bp cut; China the National Peoples' Congress Standing Committee will …
CNBC Squawk Box: Japanese Election Result- Meaning for Markets
Japanese elections mean weak coalition government. Markets will see Yen weaken - Boj stops normalising policy. Weak yen and likelihood of fiscal packages (to buy votes) means stringer equities. JGB tields will rise reflecting bigger deficits.
The Mini Podcast on Macro that Matters
The US Election swinging towards Trump? Market outcomes for Trump and Harris victory. Israel strikes back - how matters. China stimulus why the consumer is unlikely to join the party. Moldova - the poser of Russian disinformation.
CNBC with David Roche live at the Beijing Housing Ministry's Presser
Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand.