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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…
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.
Russia Rough Update
Investment Conclusion. Since “Incidentally” was published ( Incidentally 11252024) explaining how things were going to get rough for Russia because of new sanctions on Russia’s financial system and the dark fleet, things have indeed started getting rough for Russia. T…
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.
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…
Portfolio Implications of Trump II
The Second Trump Administration stands up-front and central to any market forecast this year. It is not an add-on to any existing macro picture or cycle. It is hard not to predict the future without looking through a mirror that reflects everything you like or hate about the Ma…
Ukraine- Kursk Offensive
Kursk offensive has potential to be a turning point in this war if Ukraine achieves strategic objectives. If so market effects would be significant.
Things I Believe - Without Proof
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.
Macro Trilogy
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.