What is the biggest "plus" and the achilles heel of Trump's 100 policies blitz. Read More

Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum... Read More

David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: US jobs blow out- what it tells us about the Fed going forward. China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. US sanctions on Russian energy - why and how th... Read More

RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More

Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and... Read More

Quantum Strategy - David Roche: The Micro Podcast on Macro Matters. The 5 things that could go wrong or right next year. The data for this week Read More

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. Read More

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

CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail. Read More

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