RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More
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30 Dec 24
RTHK The Close with Carolyn Wright and David Roche
#Trade#Tariffs#China#Russia#Putin#China Real Estate#China Stimulus#Trump Policy#Undersea Cables#President Jimmy Carter
RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put... Read More
23 Dec 24
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
#US#Protectionism#Tariffs#Sanctions#Oil#China#US Election#Trump#Monetary Policy#Russia#Ukraine#US Fed#Chairman Powell#France#Japan#IDF#Putin#Moscow#Hezbollah#Macro Uncertainty#China Stimulus#Trump Policy#Turkey#French Sovereign Debt#French Government#Hamas#FOMC#US Federal Reserve
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK. Read More
19 Dec 24
CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail.
CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail. Read More
19 Dec 24
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
#Trade#Tariffs#Trump#Recession#Yen#Populism#ECB#Markets#Macro Uncertainty#Market Volatility#FOMC#US Federal Reserve
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... Read More
25 Nov 24
RTHK - The Close with Carolyn Wright & Xiaolin Chen
#Trade#Tariffs#Trump#Monetary Policy#Ukraine#Macro Uncertainty#Market Volatility#Trump Victory#Trump Cabinet#Appointees#Trump Policy
RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose. Read More
07 Nov 24
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency
#US#Trade#Protectionism#Tariffs#US Election#Trump#Harris#US Fed#Middle East#Israel#Iran#Markets#Macro Uncertainty#Market Volatility#Trump Victory
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! Read More
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