Recession is the new cloud in the blue sky over markets. The markets now know the colour of fear. Recession is not for now. But fear is. Here's why! Read More

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More

Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear. Read More

Who is worse (or better!) for the Economy & Markets - Trump or Harris Read More

David Roche appears on Peter Lewis' Money Talk Podcast and discusses the impact of the latest news from the USA and China. Read More

The Plenum: Much ado about nothing Well, the third Plenum went according to script. Nothing, nothing and then nothing.  Report follows. Read More

It is confirmed that Joe Biden has withdrawn his candidacy for the Presidency. He endorses Kamala Harris as his successor. This choice is likely to be endorsed by the Democratic Party. Report follows. Read More

David Roche appears on CNBC's Squawk Box Asia and discusses recent events in the US Presidential Election Read More

QT is shrinking of central bank balance sheets. The balance sheets of the developed countries’ central banks have shrunk nearly 17% from their 2022 peak. But this is not reducing liquidity in any way that matters to financial markets. There are two reasons for this explored here.... Read More

David Roche appears on CNBC and discusses the economic implications of the latest political developments in France. Read More