China - deflation. What will the Chinese Central Economic Work Conference do- very little new but defines fiscal and monetary stimulus. Korea - how serious for assets is the power vacuum at the top. Trump are his appointments congruent with his views. Will he deliver on his p... Read More
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets! China's deflation continues- why it matters? Syria- the two scenarios and how critical they are. ECB - what to expect. US Inflation - service price figures critical Read More
A Rollicking but in depth analysis of Tariffs, Trade and Trumpian Tantrums examines: replacing the USD as global reserve currency and punishing those who think of doing so. What will end US supremacy in global markets. Is Europe for turning or for tanking - the French governmen... Read More
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
David Roche: Quantum Strategy - The Micro Podcast for Macro that matters to Markets: Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. Th... Read More
The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China... Read More
RTHK - The Close; Carolyn Wright & David Roche discuss: The latest pre announced and endlessly repeated China stimulus package. Why it mitigates risk but will not help demand. How will China respond to Trump tariffs- demand stimulus? trade retaliation? other forms of... Read More
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
Money talk with Peter Lewis, Mark Nicholson and Barry Wood on the US Election, China NPC Standing Committee & the US Fed Read More
Quantum Strategy: The Mini-Podcast on Macro on a Monday: This weeks Macro Events: the US Election - what it means for markets - contrary to expectations a Trump victory would be bad for markets; The Fed - a 25 bp cut; China the National Peoples' Congress Standing Committee will ... Read More