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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.
The Mini Podcast on Macro that Matters
The US Election swinging towards Trump? Market outcomes for Trump and Harris victory. Israel strikes back - how matters. China stimulus why the consumer is unlikely to join the party. Moldova - the poser of Russian disinformation.
CNBC with David Roche live at the Beijing Housing Ministry's Presser
Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand.
The Mini Podcast on Macro
The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If".
CNBC Squawk Box- Fed Jumbo cuts - the hidden damage
The Silliness of the Fed's JUMBO cut and the hidden damage. Watch on CNBC.
The Mini Podcast on Macro Matters
The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran.
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 baz…
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
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?