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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23 Dec 24
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
#US#Protectionism#Tariffs#Sanctions#Oil#China#US Election#Trump#Monetary Policy#Russia#Ukraine#US Fed#Chairman Powell#France#Japan#IDF#Putin#Moscow#Hezbollah#Macro Uncertainty#China Stimulus#Trump Policy#Turkey#French Sovereign Debt#French Government#Hamas#FOMC#US Federal Reserve
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK. Read More
21 Oct 24
RTHK - The Close
#Asia#Greyzone Warfare#Oil#US Election#Trump#Kamala Harris#Geopolitics#Russia#Middle East#Israel#Iran#Lebanon#China Real Estate#Hezbollah#Gaza
The US Presidential - swing to Trump in polls. Meaning of Trump or Harris victory for markets. China stimulus- will the consumer follow orders and shop? Moldova - the corrosive power of Moscow disinformation and corruption. Middle East- Israeli riposte - the delay means more - ... Read More
15 Oct 24
RTHK The Close
RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now? Read More
07 Oct 24
The Mini Podcast on Macro Matters
The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran. Read More
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