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The Mini Podcast on Macro
The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If".
CNBC Squawk Box- Fed Jumbo cuts - the hidden damage
The Silliness of the Fed's JUMBO cut and the hidden damage. Watch on CNBC.
The Mini Podcast on Macro Matters
The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran.
The Micro Podcast on Monday Macro
Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big baz…
Mind the Gaps!
Mind the gaps between hopes and realities to come. Here are 5 gaps between investor assumptions and likely outcomes that underpin a bear market next year
Squawk Box Europe - Debating the Fed - excess focus on unemployment and self exoneration for post-covid ”transitory” inflation?
Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible?
CNBC Europe. US Presidential - Trump Vs Harris- the economic and market consequences
Who is worse (or better!) for the Economy & Markets - Trump or Harris