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13 Jan 25

The Mini-Podcast on Macro

Video | David Roche | 13 Jan 25
#Asia#Trade#Sanctions#China#Trump#Central Banks#Geopolitics#Russia#ECB#Shadow Fleet#FOMC#Baltic Sea#Oil Prices#Grayzone Warfare#Russian Energy#Russian Energy Exports.

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

26 Dec 24

Fintech TV NY interview: David Roche: Syria and Oil Prices - why Crypto as a Russian Reserve Currency will hurt its reputation

Television | David Roche | 26 Dec 24
#Sanctions#Monetary Policy#Central Banks#Syria#Bitcoin#Crypto Currency#Digital Assets#Oil Prices

Fintech TV NY interview on the impact of Syria on oil prices and the unlikely use of digital currency as a reserve currency except for illegal activity by disreputable states or idiotic leaders Read More

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 ...

David Roche | 23 Dec 24
#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 Nov 24

Mini Podcast on Macro

Video | David Roche | 19 Nov 24
#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

05 Nov 24

Money Talk US Election, China Stimulus and the US Fed

Podcast | David Roche | 05 Nov 24
#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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