Media Library
Showing All Results
RTHK: The Close - China's Big Bazooka
Why China's big Bazooka is creating a feeding frenzy in markets but will fail economically.
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 bazooka…
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
RTHK The Close: a discussion of Central Banks, China Stimulus and the Global Economy
The Fed too much too early and China the Great Leap Backwards??
RTHK: The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election
RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election
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?
Money Talks
Can Kamala Harris plug the vicissitudes of her economic policy pronouncements?
The BoJ, The Yen and Global Liquidity
Yen Strength - will Japan suck global liquidity dry?
CNBC Europe. US Presidential - Trump Vs Harris- the economic and market consequences
Who is worse (or better!) for the Economy & Markets - Trump or Harris
Peter Lewis' Money Talk
David Roche appears on Peter Lewis' Money Talk Podcast and discusses the impact of the latest news from the USA and China.