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19 Dec 25

NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets.

Television | David Roche | 19 Dec 25
#BoJ

NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets. Why the battle for central bank independence is set to be waged in Japan too. And why 10 yr JGB’s will yield the same as German Bunds Read More

27 Jan 25

The Micro Podcast on Macro Matters

Video | David Roche | 27 Jan 25
#US Fed#ECB#Deepseek#BoJ#Abandoning Alliances

Quantum Strategy - David Roche - The Mini Podcast on Macro Matters: The Data: China's NBS PMIs and Industrial Profits. DeepSeek - the deeper meaning of disruption. Trump the first week- the economic consequences of ripping up Alliances. The Fed - when will Trump ... Read More

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