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

David Roche: Israeli escalation against Iran is ‘baked in the cake’ David Roche, president and global strategist at Independent Strategy, discusses Iran’s drone and missile attack on Israel and says “you have all degrees of escalation that are possible, but escalation you will ge... Read More

Bank of Japan has ‘put a floor under the yen,’ but it is not on ‘firm footing,’ David Roche says David Roche, president and global strategist at Independent Strategy, discusses the Bank of Japan’s monetary policy and the Japanese yen. Read More