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President Trump’s Post Supreme Court Ruling - Tariff Options.
President Trump’s Post Supreme Court Ruling - Tariff Options. Investment Conclusion The Supreme Court (SC) ruling on the Administration’s use of emergency powers to impose tariffs will be binary. If it goes in favour of the Administration expect an upsurge i…
President Trump’s Putin Pivot
President Trump’s Putin Pivot Investment Conclusion Trump’s Pivot on Putin is probably due to a sense of personnel betrayal. This is likely to make it more durable than if it was based on a moral policy vision. The pivot has the potential to change the battlefield in …
Trade Update
Trade Update Date: Saturday, July 12, 2025 Investment Conclusion The range and level of tariff threats made by the US this week is not something President Trump can go TACO on. Indeed the accusation that he is TACO on Tariffs probably is a factor behind the current…
Peter Lewis, Money Talk:
Peter Lewis: Money Talk.with David Roche. What is the significance to markets of Trump’s week of Pronouncements on tariffs. Here we discuss the economic significance of tariffs and for how long markets can ignore them.
RTHK: The Close - Business and Market Discussion with Carolyn Wright, David Roche and Richard Harris
RTHK The Close: Carolyn Wyat, Richard Harris, and David Roche talk about what China data is telling us about the effect of tariffs. Then we explain why markets will ignore the latest Trump pronouncements for a short whike but not forever,
NDTV India: Tariffs & Why Trump will escalate & Potential Russian Escalation which would matter to markets
Three ideas: Trump is more likely to escalate than de-escalate after the International Trade Court ruling. What does this mean for markets. And the escaltion of Russian hostilities in Europe - one to watch and which markets are ignoring
The Phoney Peace?
The Phoney Peace? Investment Conclusion The market reaction to reduced US-China tariffs is unwarranted. The S&P 500 has clawed back all of its post Liberation Day losses and is only 5% below its peak. The existing tariffs and uncertainty will do a lot more…
Peter Lewis Money Talk
An in-depth discussion of Trump policies on Tariffs and Alliances. Mark Nicholsen, Barry Woods, Peter Lewis and David Roche discuss: has uncertainty peaked? Why no damage yet to US economy? The delay factor inherent in disruption to supply chains. The future of the US$ safe have…
China Spokesperson Statement on US Tariff Talks
China Spokesperson Statement on US Tariff Talks This is the statement (translated) this morning" “China has noted the repeated statements from senior US officials expressing a willingness to negotiate with China on tariff issues. At the same time, the US side has r…
On a Train in China
On a Train in China Investment Conclusion The US confrontation with China will escalate further. China has escalatory dominance. And the confrontation is an opportunity for Beijing to pursue other goals left by the vacuum of US soft power withdrawal and the injury cause…