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29 Oct 24

CNBC Squawk Box: Japanese Election Result- Meaning for Markets

Ishiba PM dead man walking

Japanese elections mean weak coalition government. Markets will see Yen weaken - Boj stops normalising policy. Weak yen and likelihood of fiscal packages (to buy votes) means stringer equities. JGB tields will rise reflecting bigger deficits. Read More

28 Oct 24

RTHK - The Close

RTHK Discussing: likely outcome of China's NPC Standing Committee on Nov 4 to 8; the results of the Japanese election what does instability do for assets; and the inevitable discussion of the US election,. Read More

21 Oct 24

RTHK - The Close

The US Presidential - swing to Trump in polls. Meaning of Trump or Harris victory for markets. China stimulus- will the consumer follow orders and shop? Moldova - the corrosive power of Moscow disinformation and corruption. Middle East- Israeli riposte - the delay means more - ... Read More

21 Oct 24

The Mini Podcast on Macro that Matters

The US Election swinging towards Trump? Market outcomes for Trump and Harris victory. Israel strikes back - how matters. China stimulus why the consumer is unlikely to join the party. Moldova - the poser of Russian disinformation. Read More

18 Oct 24

CNBC with David Roche live at the Beijing Housing Ministry's Presser

Beijing pushing  hard but in wrong direction

Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand. Read More

15 Oct 24

RTHK The Close

RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now? Read More

14 Oct 24

The Mini Podcast on Macro

The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If". Read More

07 Oct 24

CNBC Squawk Box- Fed Jumbo cuts - the hidden damage

The Silliness of the Fed's JUMBO cut and the hidden damage. Watch on CNBC. Read More

07 Oct 24

RTHK Global Issues with Carolyn Wright

Global Issues with Carolynn Wright on RTHK "The Close": US jobs, China Stimulus, the Middle East War and Ishiba's Japan! Read More

07 Oct 24

The Mini Podcast on Macro Matters

The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran. Read More

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