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When Macro Will Matter

Strategy Report ·David Roche ·22 Oct 2024

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.

#Trade#Greyzone Warfare#Geo-economics#Geostrategy#Plateshifts#Tectonic Shifts#Protectionism#Trump#Kamala Harris#Geopolitics#Middle East#Israel#Iran#Lebanon#Markets#IDF#Putin#Moscow#Macro Uncertainty#Market Volatility#China Read More
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Autumn Sonata

Quantum Strategy ·David Roche ·01 Aug 2024

Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear.

#China Plenum#EU#Monetary Policy#Central Banks#Geopolitics#Energy#Oil#China#Tectonic Shifts#Protectionism#Geo-economics Read More
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