All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright. Read More
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19 Dec 24
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
#Trade#Tariffs#Trump#Recession#Yen#Populism#ECB#Markets#Macro Uncertainty#Market Volatility#FOMC#US Federal Reserve
The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou... Read More
07 Nov 24
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency
#US#Trade#Protectionism#Tariffs#US Election#Trump#Harris#US Fed#Middle East#Israel#Iran#Markets#Macro Uncertainty#Market Volatility#Trump Victory
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency and why geo economic uncertainty and market volatility are set re- marry after a long divorce! Read More
29 Sep 24
Mind the Gaps!
Mind the gaps between hopes and realities to come. Here are 5 gaps between investor assumptions and likely outcomes that underpin a bear market next year Read More
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