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Sanctions Without China Mean Nothing”: David Roche’s Explosive Take On Trump’s Iran Strategy on ET Now

QS Team ·25 Aug 2026

See David Roche on ET Now as he dismisses the latest Iran sanctions as toothless, arguing China's oil purchases make enforcement impossible without risking a direct conflict Washington won't pick. He warns the real threat to markets is Treasury "financial repression" in the bond …

#Jackson Hole#Iran#Inflation#Interest Rates#United States#Donald Trump#Federal Reserve (Fed)#Federal Open Market Committee (FOMC)#USD (United States Dollar)#Straits of Hormuz#Container Ships#Central Banks (US Federal Reserve)#US Treasury#Long Bond Rates#President Trump#Container Shipping#Scott Bessent#US Fed Chair Warsh#The Straits of Hormuz - The New Iranian Nuke Read More
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NDTV Profit: Oil At $125? David Roche Warns Of A September Market Shock | Trump, Iran & Inflation

QS Team ·18 Aug 2026

See David Roche on NDTV Profit as he warns investors are dangerously complacent — pricing in stable disinflation even as oil threatens to spike to $125 and Iran's regional posture tightens supply further. He says inflation can flare back up far faster than markets expect, and Sep…

#ME Oil Supply#Ukraine Maritime War#Global Food Price Inflation#Food Price Inflation#Iranian War#The Straits of Hormuz - The New Iranian Nuke#Global Interest Rates#Container Ships#Crude Oil Supply#Oil Dependence#Ukraine War#Interest Rate Policy#Shipping#Inflation Expectations#Inflation Outlook#Inflation Rates#Inflation-Linked Bonds#Inflation Pressures#United States#Brent Oil#Interest Rates#Iran#Ukraine#Oil Read More
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US Fed- Not Quite Plain Vanilla

Archive Report ·David Roche ·13 Jun 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#US#Central Banks#Strategy Archive#Interest Rates Read More
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Japan Yen Ides Of March

Archive Report ·David Roche ·31 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Interest Rates#Bank of Japan#Strategy Archive#Japan#Finance#Monetary Policy#International Reserves#Shunto Wage Settlements Read More
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Japan And The Yen - Beware Of The Idle Days In April

Archive Report ·David Roche ·31 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Shunto Wage Settlements#International Reserves#Monetary Policy#Finance#Japan#Strategy Archive#Bank of Japan#Interest Rates Read More
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FOMC - Mirabile Dictu

Archive Report ·David Roche ·22 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Growth#Inflation#Interest Rates#Strategy Archive#US#Monetary Policy#Neutral Rate Read More
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Japan Boj Mood Music

Archive Report ·David Roche ·15 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Yield Curve Control#Monetary Policy#Japan#Markets#Strategy Archive#Banking#Government Debt#Bank of Japan#Interest Rates Read More
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Japan Boj Mood Music

Archive Report ·David Roche ·15 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Interest Rates#Government Debt#Bank of Japan#GDP#Banking#Strategy Archive#Markets#Japan#Monetary Policy#Yield Curve Control#Retail Sales Read More
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The Fed - A Trinity Of Thoughts

Archive Report ·David Roche ·01 Feb 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Federal Reserve#Eurozone Economy#Equity Earnings#China#US#Japan#Germany#FOMC#Strategy Archive#Dollar#Interest Rates#Inflation Read More
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Dearly Beloved ...

Archive Report ·David Roche ·28 Nov 2023

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Inflation#Interest Rates#Economy#Strategy Archive#Central Banks#Monetary Policy#Supply-Side Shock#Rate Cuts Read More
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