Robust conversation on: * German Election: the next four years are critical for the german economy, defence, europe. Domestically, in order to deprive the AfD of youth and lower income groups’ support, the economy must become the rising tide to lift all boats. * US Trump ... Read More
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25 Feb 25
Money Talk with Peter Lewis, Barry Wood, Simon.Kavanagh & little old me.
#Tariffs#Russia#Russian Energy#NATO#Chancellor of Germany#German Bundestag#Ukraine War#EU NATO#German Constitution#Russia's Economy#German Election Results#AfD (Alternative for Germany)#Russian Influence#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#Trump Russian Business Deal
17 Feb 25
The Mini Podcast on Macro Matters
David Roche - Quantum Strategy - The Micro Podcast on Macro Matters Trumps new April Tariffs - what to expect. Munich - the end of NATO and Liberal World Order. US Retail - the fading Exceptionalism Dream... ..... and upcoming data for the week. Read More
17 Feb 25
RTHK THe Close
#China Stimulus#Trade Wars#NATO#US-China Trade War#Economy (China)#Trump Tariffs.#Munich Security Conference#US Retail
RTHK The Close China: the revival in high tech fortunes and the blessings of Xi. PLus the latest credit figures show traction.. US: Retail data- does weakness spell the end of the Trump miracle and what to expect from Tariffs. Munich- the weakness of the west is a big... Read More
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