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RTHK THe Close on Radio 3 with Carolyn Wright
RTHK The Close with Caroln Wright: - What’s the thimking behind the tariffs? - Chibna’s deep reaction - not mild but threatening. - How Netanyahu played Trump to reinforce his ghold on office. What does this mean for Gaza. Will a renewal of hotsilites involve Iran and oil an…
CNBC Market Alert: - Why US "exceptionalism" will fail this year
CNBC Market Alert: - Why US "exceptionalism" will fail this year and how tariffs will be a major cause.
CNBC News Talk: Trump and Europe the Visceral Hate Thing
CNBC News Talk: Trump and Europe the Visceral Hate Thing
CNBC News Talk: The Impact of Tariffs on China.
CNBC News Talk: The Impact of Tariffs on China.
RTHK The Close.
RTHK The Close: Carolyn Wright speaks with David Roche, President and Global Strategist at Quantum Strategy, and Hugh Chung, Chief Investment Officer at Endowus about the news impacting the global financial markets. Topics include tariffs, AI and India.
The Micro Podcast on Macro Matters
David Roche- Quantum Strategy - The Micro Podcast on Macro Matters: Trump - Tariffs - and You! Indian Exceptionalism! The BoE and its coming 25 bp contribution to UK economic mediocrity... .....And this weeks data that may matter to markets
The Micro Podcast on Macro Matters
Quantum Strategy - David Roche - The Mini Podcast on Macro Matters: The Data: China's NBS PMIs and Industrial Profits. DeepSeek - the deeper meaning of disruption. Trump the first week- the economic consequences of ripping up Alliances. The Fed - when will Trump …
RTHK The Close
China PMIs, Trump's first week, Deepseek
Peter Lewis - Money Talk - Monday, January 27, 2025
Peter Lewis Money Talk - a great discussion of US policy, the break down of alliances and investment implications; Federal Reseve independence and the USD; and whether measures to shut China out of tech will result in China passing the US out.
CNBC Squawk Box: President Trump's Inauguration Speech - Market Implications
The Inaugural Speech did not impose Tariffs in a slam dunk. This will give the US$ pause. Not for long as Tariffs are too central to Trump's economic ideas and prejudices not to be trotted out before long