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RTHK - The Close
RTHK Discussing: likely outcome of China's NPC Standing Committee on Nov 4 to 8; the results of the Japanese election what does instability do for assets; and the inevitable discussion of the US election,.
When Macro Will Matter
Macro uncertainty (high) and market volatility (low) have divorced. The piece explains why and when it will end. This will happen in the next twelve months. The catalyst will be conflicts that incur economic cost beyond what markets can ignore.
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.
China - The Heart of the Blather
China- why the stimulus packages won't work and what it means. China remains uninvestable
RTHK The Close
RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now?
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".
RTHK: The Close - China's Big Bazooka
Why China's big Bazooka is creating a feeding frenzy in markets but will fail economically.
Japan- The LDP leadership election - Why leadership matters
Leadership matters in Japan with the biggest impact being on regional security
RTHK: The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election
RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election
Autumn Sonata
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.