CNBC Squawk box Europe: David Roche Quantum Strategy: why 2026 consensus is crap (with due respect)! Read More

NDTV profit. - The Fed, The BoJ, the Yen & the Carry Trade. Read More

This is a three way 30 min debate on where in the poltical spectrum US - India relations will settle. And it is certainly not where they began before Trump attacked. India. Read More

NDTV - Profit: David Roche: what Trump’s farewell to India really means - not just the baby throwing toys outbof the pram! But that too ! Read More

Quantum Strategy: The Autumn Strategy Video: What to expect this fall. Rather than send you a report taking stock of two way risks, here is a short video that does the job! This Autumn is unlikely to be "The season of mists and mellow fruitfulness". There... Read More

NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions & False Analysis Read More

Talking to Tony on why if Trump wins the War on Trade, the US$ is doomed as global reserve currency. Of course, lack of trust in the US, alienation of allies and the damage to US economic performance would all play a role. But mechanically smaller US current account deficits wil... Read More

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