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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…
RTHK: The Close - Business and Market Discussion with Carolyn Wright, David Roche and Richard Harris
How the tariffs are becoming tools of hate not weapons of the economy and the irrational patchwork that this creates. Hong Kong as a safe haven from what is to come?
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors…
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,
Parsing FOMC Minutes and Tariff Announcements
Parsing FOMC Minutes and Tariff Announcements I parsed the FOMC minutes. I think the Fed will hang tough. Seems only Bowman & Waller want to cut. All the others more worried about inflation than the labour market. I expect inflation to rise sharply & durably in…
RTHK: The Close: are tariffs old news?
Markets getting used to tariffs - The case for and agaist. What FOMC ‘s Waller says.
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