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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
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Rules of Thump - Tariffs - China, Canada, Mexico
Investment Conclusion. Tariffs have pride of place in President Trump’s toolbox. We have only seen them applied to fentanyl and immigration so far. But they can and will be used as instruments to correct perceived economic imbalances and imperialist territorial ambitions. T…
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