Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum... Read More

RTHK The Close with my dear friend Carolyn Wright discussing: * The US Jobs blowout. What does it mean for the US Fed and longer term rates, And then there is the Michigan survey with sharply rising inflation expectations. * China exports booming ahead of tariffs but wha... Read More

RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More

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

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

The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou... Read More

China- has the up-cycle begun? The Fed decision. Korean crisis - you couldn't make it up! Japan- does the Tankan uptick mean anything. Will the BoJ cut.........and what the Bundesbank says about Bundesland! Read More

China - deflation. What will the Chinese Central Economic Work Conference do- very little new but defines fiscal and monetary stimulus. Korea - how serious for assets is the power vacuum at the top. Trump are his appointments congruent with his views. Will he deliver on his p... Read More

A Rollicking but in depth analysis of Tariffs, Trade and Trumpian Tantrums examines: replacing the USD as global reserve currency and punishing those who think of doing so. What will end US supremacy in global markets. Is Europe for turning or for tanking - the French governmen... Read More

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