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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.
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou…
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.
Winter of Discontent
There will be a bear market in the next 12 months. The DNA of the bear market is writ large: the inevitable war on Iran’s nuclear weapons capabilities; Russia and Ukraine again becoming economically relevant to markets; unrequited market expectations for growt…
Mind the Gaps!
Mind the gaps between hopes and realities to come. Here are 5 gaps between investor assumptions and likely outcomes that underpin a bear market next year
South Africa The Beginning Of The End
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
China Real Estate - No Bazooka
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Japan Boj Mood Music
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.