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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
Money Talk with Peter Lewis
A Rollicking but in depth analysis of Tariffs, Trade and Trumpian Tantrums examines: replacing the USD as global reserve currency and punishing those who think of doing so. What will end US supremacy in global markets. Is Europe for turning or for tanking - the French governmen…
RTHK - The Close with Carolyn Wright & Xiaolin Chen
RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose.
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 "le…
RTHK - The Close with Carolyn Wright & David Roche
RTHK - The Close; Carolyn Wright & David Roche discuss: The latest pre announced and endlessly repeated China stimulus package. Why it mitigates risk but will not help demand. How will China respond to Trump tariffs- demand stimulus? trade retaliation? other forms of ret…
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency and why geo economic uncertainty and market volatility are set re- marry after a long divorce!
Money Talk US Election, China Stimulus and the US Fed
Money talk with Peter Lewis, Mark Nicholson and Barry Wood on the US Election, China NPC Standing Committee & the US Fed
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.