This is the address given by Quantum Strategy - David Roche to 850 delegates at the I-Capital Conference in Phoenix Arizona on March 25th. The topic is the lethality of the Trump 2 Administration's simultaneous attacks on Globalisation, International Alliances and the Liberal W... Read More

Cnbc Squawk Box: what Trump’s obsesso-alliance with Russia means for Europe, NATO & the Trans-Atlantic Alliance. Read More

David Roche - Quantum Strategy - The Micro Podcast on Macro Matters Trumps new April Tariffs - what to expect. Munich - the end of NATO and Liberal World Order. US Retail - the fading Exceptionalism Dream... ..... and upcoming data for the week. Read More

CNBC Market Alert: - Why US "exceptionalism" will fail this year and how tariffs will be a major cause. Read More

CNBC News Talk: Trump and Europe the Visceral Hate Thing Read More

CNBC News Talk: The Impact of Tariffs on China. Read More

David Roche- Quantum Strategy - The Micro Podcast on Macro Matters: Trump - Tariffs - and You! Indian Exceptionalism! The BoE and its coming 25 bp contribution to UK economic mediocrity... .....And this weeks data that may matter to markets Read More

Quantum Strategy - David Roche - The Mini Podcast on Macro Matters: The Data: China's NBS PMIs and Industrial Profits. DeepSeek - the deeper meaning of disruption. Trump the first week- the economic consequences of ripping up Alliances. The Fed - when will Trump ... Read More

The Inaugural Speech did not impose Tariffs in a slam dunk. This will give the US$ pause. Not for long as Tariffs are too central to Trump's economic ideas and prejudices not to be trotted out before long Read More

David Roche- Quantum Strategy- The Micro Podcast about Macro Matters: * The extremes of the 100 Trump policies: the Plus: Mini nuclear power stations at the level of individual or groups of data centres. And the Minus: Tariffs as promised ultimately cause the Fed to revers... Read More