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President Trump – Love Him or Hate Him – Don’t Underestimate Him !
President Trump – Love Him or Hate Him – Don’t Underestimate Him! Investment Conclusion: When a big ship goes full circle in a stormy sea, it creates what is known as a 'Duck Pool' of calm water (once use to land naval sea planes). That lasts a while before the big…
Middle East Trump Declares Total All Part Ceasefire
Trump: Donald J. Trump @realDonald Trump CONGRATULATIONS TO EVERYONE! It has been fully agreed by and between Israel and Iran that there will be a Complete and Total CEASEFIRE (in approximately 6 hours from now, when Israel and Iran have wound down and completed their …
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…
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!
The Winter of Discontent - The post Trump Global Scenario
I see the initial reaction of markets to the Trump victory as misplaced. Not that I thought KH was any good. But I do see high economic costs in Trump policies if implemented. I expect these to cause a bear market in most assets in 2025. Taiwan is my favourite short and the USD m…