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Peter Lewis Money Talk
Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum…
The Mini-Podcast on Macro
David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: US jobs blow out- what it tells us about the Fed going forward. China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. US sanctions on Russian energy - why and how th…
The Micro-Podcast on Macro Matters
The Micro-Podcast on Macro Matters What data matters this week: EU PMI's; Caixin PMI's; The US Fed Minutes; and Friday's US Jobs Report. The Three Macro-economic and Four Geopolitical Causes of the Coming Bear Market.
RTHK The Close with Carolyn Wright.
All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright.
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK.
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou…