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Mini Podcast on Macro

Video ·David Roche ·19 Nov 2024

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…

#World#Trade#Geo-economics#Geostrategy#Protectionism#Sanctions#Industrial Raw Materials#Politics#China#US Election#Trump#Geopolitics#Volatility#Yen#ECB#Global Outlook#China Real Estate#JGBs#China Stimulus#Xi#Biden Read More
News
News

Portfolio Implications of Trump II

Strategy Report ·David Roche ·18 Nov 2024

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…

#Ukraine#World#China Stimulus#Trump Victory#China Real Estate#US Fed#Draghi#EU Commission#EU Parliament#Volatility#Recession#Monetary Policy#Geopolitics#US Election#Trump#Industrial Raw Materials#Tariffs#Cold War#Geo-economics#Geostrategy#Tectonic Shifts#Protectionism#EU#Technology#Greyzone Warfare Read More
Report
Report

Ukraine- Kursk Offensive

Strategy Report ·David Roche ·10 Aug 2024

Kursk offensive has potential to be a turning point in this war if Ukraine achieves strategic objectives. If so market effects would be significant.

#Greyzone Warfare#Cold War#Security#Politics#Sanctions#Energy#Industrial Raw Materials#Geopolitics#Russia#Ukraine#Water Read More
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