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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…
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.
CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail.
CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail.
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou…
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.
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…
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency and why geo economic uncertainty and market volatility are set re- marry after a long divorce!
Winter of Discontent
There will be a bear market in the next 12 months. The DNA of the bear market is writ large: the inevitable war on Iran’s nuclear weapons capabilities; Russia and Ukraine again becoming economically relevant to markets; unrequited market expectations for growt…
Two Central Banks - Two Policies For The Same Target
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