RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More
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30 Dec 24
RTHK The Close with Carolyn Wright and David Roche
#Trade#Tariffs#China#Russia#Putin#China Real Estate#China Stimulus#Trump Policy#Undersea Cables#President Jimmy Carter
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
23 Dec 24
RTHK The Close with Carolyn Wright.
#US#Greyzone Warfare#Geo-economics#Protectionism#Trump#Monetary Policy#Geopolitics#US Fed#Israel#Iran#France#Markets#Putin#Hezbollah#Macro Uncertainty#Market Volatility#Germany#Escalation#Trump Policy#Hamas#FOMC#US Federal Reserve
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
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
10 Dec 24
Middle East & Russia: Update
#Geopolitics#Russia#Middle East#Lebanon#IDF#Putin#Hezbollah#Trump Policy#Syria#Bashar al-Assad#Hamas
Update Middle East and Russia: Shifting Sands and Snow Drifts. I have been getting the views of some friends involved in the Middle East and others serving in Ukraine. Both sets of views are a bit different to what markets believe. It changes the timing and risks of ... Read More
25 Nov 24
RTHK - The Close with Carolyn Wright & Xiaolin Chen
#Trade#Tariffs#Trump#Monetary Policy#Ukraine#Macro Uncertainty#Market Volatility#Trump Victory#Trump Cabinet#Appointees#Trump Policy
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
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