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US Tariffs: The Gentleman is for turning
The Gentleman is for turning Tariffs are still in mega-shock terrain: US average tariffs after April 10 volte face are 26% Vs 3% when President Trump took office. That’s 1% higher than if reciprocal tariffs had been implemented. What has changed is that Trump behavi…
Money Talk: with Peter Lewis and Louisa Fox
Quantifying what Trump means for US GDP & Others'
Royal United Services Institute (RUSI) - David Roche - US Trade and Trump’s Tariffs – Disruption or Design?
President Trump aims to do two things. One is to destroy the liberal world order and ditch the US alliances that constitute it. The second aim is to kill off globalisation and replace it with a nationalist economic model. The major tool to achieve these aims is a unified geo-eco…
I- Capital Conference - David Roche's Pre-April 2 Tariff warning to investors. TO ACCESS THE VIDEO THE PASSWORD IS: icap25
This is the address given by Quantum Strategy - David Roche to 850 delegates at the I-Capital Conference in Phoenix Arizona on March 25th. The topic is the lethality of the Trump 2 Administration's simultaneous attacks on Globalisation, International Alliances and the Liberal W…
Tariffs – Death By 52 cuts & Counting
Tariffs – Death By 52 cuts & Counting Tariffs announced in the Rose Garden today raise US average effective tariffs to 25%. That’s quite an exogenous shock given they were 3% when President Trump too office! These tariffs are not transitional. They are core to Pres…
Tariffying!
Tariffying! US “remedial” tariffs to be announced on April 2 will raise the US effective tariff rate to above 15% - a level not seen since the Great Depression era. This is above the level needed to cause Tariff-Induced-Stagflation in the US economy. The announcement will co…
Money Talk with Peter Lewis & Francis Lun
It is all about Trump.
Money Talk with Peter Lewis, Barry Wood, Simon.Kavanagh & little old me.
Robust conversation on: * German Election: the next four years are critical for the german economy, defence, europe. Domestically, in order to deprive the AfD of youth and lower income groups’ support, the economy must become the rising tide to lift all boats. * US Trump …
US Key Tariff Dates
Tariffs will continue to be a source of instability in markets. The McKinley Factor, (January 26, 2025) & The Anatomy of Exceptionalism , ( February 10, 2025) analysed the key role of tariffs in President Trump’s thinking and how this influenced how they were used. No need …
RTHK THe Close
RTHK The Close China: the revival in high tech fortunes and the blessings of Xi. PLus the latest credit figures show traction.. US: Retail data- does weakness spell the end of the Trump miracle and what to expect from Tariffs. Munich- the weakness of the west is a big…