Tariffying Moment. The US Supreme Court is set to publish, on Friday, January 9, its opinions & and probably its verdict on the use of IEEPA tariffs. N egative for US Treasuries and the US$. No bonanza for EM equities, This report looks at the consequences ... Read More
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17 Nov 25
Odd bins
#Renminbi (RMB)#RMB (Renminbi) Currency#Shipping#RMB (Renminbi)#Trump Tariffs.#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.
Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t... Read More
06 Nov 25
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs Read More
22 Oct 25
Global Shipping: US Titan or Titanic?
#Tariffs#Shipping Lanes#Shipping#Trump Tariffs.#US Tariffs#China Tariffs#Container Shipping#US & China Port Tariffs
Global Shipping - The US: Titan or Titanic Summary Shipping is like dark matter in the Universe. It keeps things expanding smoothly. It runs hypothetically in the background of world affairs like dark matter and energy in the universe. It prevents (stellar or earthly)... Read More
25 Sep 25
Egonomics - The Resilience of Trump's Alternative Economy
#Trump Tariffs.#US Fiscal Policy#US Tariffs#President Trump#The Big Beautiful Budget#Crypto & Stablecoin
Egonomics - The Resilience of Trump's Alternative Economy. Investment Conclusion The resilience of the Trump Administration’s economic policies is greater than I thought. There has been success in creating an alternative economic framework driven by the President... Read More
15 Sep 25
RTHK The Close with Carolyn Wright & Richard Harris
RTHK The Close with Carolyn Wright & Richard Harris: Tariffs update - key issues; Trump’s attempt to blackmail EU to hide his own failings and what’s critical about BoJ & Fed meetings this week. Read More
12 Aug 25
RTHK: The Close - Business and Market Discussion with Carolyn Wright, David Roche and Richard Harris
#Trump Tariffs.#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#Trump Emotional Tariffs#Trump Economic Tariffs#EU Tariffs#US Japan Tariffs#HK Market Boom
How the tariffs are becoming tools of hate not weapons of the economy and the irrational patchwork that this creates. Hong Kong as a safe haven from what is to come? Read More
27 Jul 25
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet
#EU#Trade Wars#EU (European Union)#Bilateral Trade#Trade Policy#Trump Tariffs.#US Tariffs#Reciprocal Tariffs#Trump Economic Tariffs#US - EU Trade Agreement#EU Tariffs#EU - US Trade War
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors... Read More
24 Jul 25
Tariffs: How Good is Bad? The US-Japanese hadshake deal
Tariffs: How Good is Bad? The US-Japanese hadshake deal Investment Conclusion The equity markets are rejoicing at the latest US tariff deals. I am not. And neither are bond markets or the US $. The Japanese handshake 15% tariff deal is better than the mooted 25% tariffs. Bu... Read More
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