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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.
The Micro Podcast on Macro Matters.
Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and…
The Micro Podcast on Macro Matters
Quantum Strategy - David Roche: The Micro Podcast on Macro Matters. The 5 things that could go wrong or right next year. The data for this week
CNBC Street Signs - Tanvir & I decode what the BoJ thinking is behind decision to stay on hold.
The BoJ chose to do nothing, On the one hand it is afraid to raise rates and then being surprised in a few months when tariffs create deflationary pressure so it has to reduce rates again. On the other hand, if it doesn't raise rates the yen weakens and imported inflation may s…
CNBC Street Signs- the Renminbi to fall to 8.50 to the USD!!!! Shock & Awe
China_ The Renminbi will fall to 8.50 to the US$ in a year as excess domestic liquidity from failed stimulus heads for the door and devaluation is used to limit damage from tariffs.
CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail.
CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail.
The Micro Podcast on Macro Matters
Quantum Strategy - The Micro Podcast on Macro Matters: What's happened but matters still: China data; Germany - what the Bundesbank believes; Korea - the constitutional crisis; & France - why a decent PM makes no difference - no reform before the populists take over. And to …
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
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…