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Podcast

RTHK The Close

Podcast ·David Roche ·10 Jun 2025

RTHK The Close. What sort of macro scenario are markets telling us is in store? Why has the performance of equities, bonds and the US$ so diverged? Is there a feasible scenario for that to continue?

Media

CNBC Squawk Box Asia

Television ·David Roche ·05 Jun 2025

Martin, Christine and I debate the path of US fiscal policy. Implications for Fed policy and more….. what own instead of US Treasuries? Answer: Bunds………….gold and yen

Media
Podcast

RTHK: The Close: are tariffs old news?

David Roche ·03 Jun 2025

Markets getting used to tariffs - The case for and agaist. What FOMC ‘s Waller says.

Media

NDTV India: Tariffs & Why Trump will escalate & Potential Russian Escalation which would matter to markets

Television ·David Roche ·02 Jun 2025

Three ideas: Trump is more likely to escalate than de-escalate after the International Trade Court ruling. What does this mean for markets. And the escaltion of Russian hostilities in Europe - one to watch and which markets are ignoring

Media
Podcast

Peter Lewis Money Talk:: Why on earth are the markets where they are?

Podcast ·David Roche ·02 Jun 2025

Alex Wong, Peter Lewis and David Roche look at each major market and reason on why they are where they are and then whatvthat tells us about where they are going?

Media
Podcast

RTHK: The Close With Carolyn Wright, Richard Harris and David Roche: Trump's "Big Ugly Bill"

Podcast ·David Roche ·27 May 2025

RTHK The Close.- Trump's Big Ugly Bill Why markets are ignoring Trump and are wrong to do so.

Media
Podcast

RTHK: The Close with James Ross and Richard Harris and David Roche

Podcast ·David Roche ·20 May 2025

US Tariffs - the granular anaysis of what is being affected and what is likely to come. The equity market unsustinable or not.

Media

Talking to Tony on Why if Trump wins the War on Trade the US$ is doomed as global reserve currency

Video ·QS Team ·16 May 2025

Talking to Tony on why if Trump wins the War on Trade, the US$ is doomed as global reserve currency. Of course, lack of trust in the US, alienation of allies and the damage to US economic performance would all play a role. But mechanically smaller US current account deficits wil…

Media
Podcast

RTHK -The Close: Does the world need to replace the US$ as global reserve currency and can it be done?

Podcast ·David Roche ·14 May 2025

Does the world need to replace the US$ as global reserve currency and can it be done? A debate between Richard Harris, Carolyn Wright and David Roche.

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