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
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23 Dec 24
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
#US#Protectionism#Tariffs#Sanctions#Oil#China#US Election#Trump#Monetary Policy#Russia#Ukraine#US Fed#Chairman Powell#France#Japan#IDF#Putin#Moscow#Hezbollah#Macro Uncertainty#China Stimulus#Trump Policy#Turkey#French Sovereign Debt#French Government#Hamas#FOMC#US Federal Reserve
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
19 Dec 24
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
#Trade#Tariffs#Trump#Recession#Yen#Populism#ECB#Markets#Macro Uncertainty#Market Volatility#FOMC#US Federal Reserve
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
03 Dec 24
Money Talk with Peter Lewis
#EU#China#EU Commission#France#Macro Uncertainty#China Stimulus#Germany#Draghi & Letta Reports#Barnier#OATS#French Sovereign Debt#Euro
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
25 Nov 24
RTHK - The Close with Carolyn Wright & Xiaolin Chen
#Trade#Tariffs#Trump#Monetary Policy#Ukraine#Macro Uncertainty#Market Volatility#Trump Victory#Trump Cabinet#Appointees#Trump Policy
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
25 Nov 24
The Micro Podcast on Macro that matters to markets
#Trade#Greyzone Warfare#Geo-economics#Geostrategy#Energy#Trump#Geopolitics#Environment#Ukraine#US Fed#Israel#Iran#Macro Uncertainty#Trump Victory#Escalation
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
07 Nov 24
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency
#US#Trade#Protectionism#Tariffs#US Election#Trump#Harris#US Fed#Middle East#Israel#Iran#Markets#Macro Uncertainty#Market Volatility#Trump Victory
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
05 Nov 24
Money Talk US Election, China Stimulus and the US Fed
#US#Trade#Sanctions#Politics#US Election#Trump#Kamala Harris#Geopolitics#US Fed#Chairman Powell#Global Outlook#Macro Uncertainty
Money talk with Peter Lewis, Mark Nicholson and Barry Wood on the US Election, China NPC Standing Committee & the US Fed Read More
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