A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek Read More
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30 Sep 24
RTHK: The Close - China's Big Bazooka
Why China's big Bazooka is creating a feeding frenzy in markets but will fail economically. Read More
30 Sep 24
The Micro Podcast on Monday Macro
Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big baz... Read More
29 Sep 24
Mind the Gaps!
Mind the gaps between hopes and realities to come. Here are 5 gaps between investor assumptions and likely outcomes that underpin a bear market next year Read More
23 Sep 24
RTHK The Close: a discussion of Central Banks, China Stimulus and the Global Economy
The Fed too much too early and China the Great Leap Backwards?? Read More
09 Sep 24
RTHK: The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election
RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More
28 Aug 24
Squawk Box Europe - Debating the Fed - excess focus on unemployment and self exoneration for post-covid ”transitory” inflation?
Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible? Read More
20 Aug 24
Money Talks
Can Kamala Harris plug the vicissitudes of her economic policy pronouncements? Read More
13 Aug 24
The BoJ, The Yen and Global Liquidity
Yen Strength - will Japan suck global liquidity dry? Read More
01 Aug 24
CNBC Europe. US Presidential - Trump Vs Harris- the economic and market consequences
Who is worse (or better!) for the Economy & Markets - Trump or Harris Read More
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