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
RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More
RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put... Read More
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
RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose. Read More
David Roche: Quantum Strategy - The Micro Podcast for Macro that matters to Markets: Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. Th... Read More
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
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
Money talk with Peter Lewis, Mark Nicholson and Barry Wood on the US Election, China NPC Standing Committee & the US Fed Read More
RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More