CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency and why geo economic uncertainty and market volatility are set re- marry after a long divorce! Read More
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07 Nov 24
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency
#US#Conflict#Trade#Protectionism#Tariffs#US Election#Trump#Harris#US Fed#Middle East#Israel#Iran#Markets#Macro Uncertainty#Market Volatility#Trump Victory
22 Oct 24
When Macro Will Matter
#Conflict#Trade#Greyzone Warfare#Geo-economics#Geostrategy#Plateshifts#Tectonic Shifts#Protectionism#China#Trump#Kamala Harris#Geopolitics#Middle East#Israel#Iran#Lebanon#Markets#IDF#Putin#Moscow#Macro Uncertainty#Market Volatility
Macro uncertainty (high) and market volatility (low) have divorced. The piece explains why and when it will end. This will happen in the next twelve months. The catalyst will be conflicts that incur economic cost beyond what markets can ignore. Read More
07 Oct 24
Winter of Discontent
#World#US#Trade#Greyzone Warfare#Tariffs#US Election#Trump#Russia#US Fed#Middle East#Israel#Iran#Japan#Markets#Moscow#Global Outlook#LDP
There will be a bear market in the next 12 months. The DNA of the bear market is writ large: the inevitable war on Iran’s nuclear weapons capabilities; Russia and Ukraine again becoming economically relevant to markets; unrequited market expectations for growt... Read More
29 Sep 24
Mind the Gaps!
#Markets
Mind the gaps between hopes and realities to come. Here are 5 gaps between investor assumptions and likely outcomes that underpin a bear market next year Read More
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