News Library
Showing All Results
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…
Peter Lewis Money Talk
Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum…
RTHK The Close with Carolyn Wright.
All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright.
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.
Mini Podcast on Macro
The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China…
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!
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.
Autumn Sonata
Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear.