RTHK The Close: Carolyn Wright, Richard Harris & David Roche discuss Jackson Hole policy shift and Trump’s plot against the US Fed. Market implications. Read More

NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions & False Analysis Read More

CNBC Europe Early Edition: the EU-US Trade Deal - critical for the relative performance of EU equities. And Jackson Hold and the US Fed’s Strategy to preserve its independence - critical for the US$. Read More

This interview dispels a few myths about Russian oil and India. It examines whether Trump's tariffs can end the Indian investment story and stop FDI in its tracks. It describes how punitive sanctions on India for buying Russian oil are binary depending on where the Putin Trump... Read More

Money Talk with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit 2. Has Trump galvanised the Global South to become a new trading bloc which will unseat the US$ as Global Reserve and Trading Currenc... Read More

This is the Quantum Strategy WhatsApp audio recording of the outcome of US-EU meetings held in Washington on August 18, 2025. The conclusion is that this will not stop the war. But the outcome avoided the worst for now. This will allow markets to largely ignore it. If you... Read More

RTHK - The Close. What will happen when the European Leaders and Trump meet today? Why this is the real summit that matters? What is the European Strategy? Under what curumstances will markets worry about Putin being put in the US+ European cross hairs again with inc... Read More

Like it or not, the US Fed's Jackson Hole Conference is going to be all about Fed independence and the battle with President Trump to preserve it. The anodyne (labor market) theme of the Conference will not defuse that bomb. The issue of whether inflation concerns should outwe... Read More

This interview goes forensic on the Russian influence in the Middle East. It covers the flow of Russian hot money and tycoons into some countries; the rivalry between Russian oil and that of OPEC; and what the Iranian-Russian Nexus means for stability in the region. We ... Read More

Peter Lewis Money Talk: Information, Disinformation & Bubble Markets Read More