The Micro Podcast on Macro Matter. Trump's tariffs and China's measured but lethal response. Netanyahu manipulated Trump into cementing him in office as Israel's PM. That makes more war in Gaza more likely. And does it mean that Netanyahu will be able to manipulate Tr... Read More
RTHK The Close with Caroln Wright: - What’s the thimking behind the tariffs? - Chibna’s deep reaction - not mild but threatening. - How Netanyahu played Trump to reinforce his ghold on office. What does this mean for Gaza. Will a renewal of hotsilites involve Iran and oil an... 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
RTHK The Close: Carolyn Wright speaks with David Roche, President and Global Strategist at Quantum Strategy, and Hugh Chung, Chief Investment Officer at Endowus about the news impacting the global financial markets. Topics include tariffs, AI and India. 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
Peter Lewis Money Talk - a great discussion of US policy, the break down of alliances and investment implications; Federal Reseve independence and the USD; and whether measures to shut China out of tech will result in China passing the US out. Read More