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The Micro Podcast on Macro Matters
David Roche- Quantum Strategy - The Micro Podcast on Macro Matters: Trump - Tariffs - and You! Indian Exceptionalism! The BoE and its coming 25 bp contribution to UK economic mediocrity... .....And this weeks data that may matter to markets
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…
US Sanctions - Russian Oil Tanks
Russia Sanctions & Oil. New US Sanctions are e nough to keep Brent between US$ 80-90 bbl and to heft shipping rates for legitimate tanker fleets. A Trump embargo on Iranian oil shipments could add to pricing pressure., Russia accounts for about 13% of global crude…
RTHK - The Close
RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down.
RTHK The Close with Carolyn Wright and David Roche
RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put…
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.
Middle East & Russia: Update
Update Middle East and Russia: Shifting Sands and Snow Drifts. I have been getting the views of some friends involved in the Middle East and others serving in Ukraine. Both sets of views are a bit different to what markets believe. It changes the timing and risks of …
RTHK - The Close with Carolyn Wright & Xiaolin Chen
RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose.