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Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets

Podcast ·David Roche ·19 Dec 2024

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…

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The World After Trump Victory

CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency

Television ·David Roche ·07 Nov 2024

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!

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Mind the Gaps!

Video ·David Roche ·29 Sep 2024

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

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