David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: US jobs blow out- what it tells us about the Fed going forward. China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. US sanctions on Russian energy - why and how th... Read More
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06 Jan 25
The Micro-Podcast on Macro Matters
The Micro-Podcast on Macro Matters What data matters this week: EU PMI's; Caixin PMI's; The US Fed Minutes; and Friday's US Jobs Report. The Three Macro-economic and Four Geopolitical Causes of the Coming Bear Market. Read More
30 Dec 24
The Micro Podcast on Macro Matters.
#Asia#China#Trump#Central Banks#Environment#Russia#Ukraine#Israel#Iran#ECB#Putin#Ishiba#China Real Estate#China Stimulus#Dark Fleet#US Federal Reserve#Baltic Sea#Baltic States#Undersea Cables
Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and... Read More
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