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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09 Dec 24
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets!
#Greyzone Warfare#Geo-economics#Central Banks#Geopolitics#Middle East#Israel#Iran#Lebanon#ECB#IDF#China Stimulus#Syria#Turkey#Bashar al-Assad#Hamas
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
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
19 Nov 24
Mini Podcast on Macro
#World#Trade#Geo-economics#Geostrategy#Protectionism#Sanctions#Industrial Raw Materials#Politics#China#US Election#Trump#Geopolitics#Volatility#Yen#ECB#Global Outlook#China Real Estate#JGBs#China Stimulus#Xi#Biden
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
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
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