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

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

On the day of the Trump tariffs on India for buying Russian Oil ........ A Rollicking Debate with much enraged Indian nationalism and a framework for the discussion set by David Roche in economic terms. Read More

CNBC Squawk Box Europe - What US - Japan Deal Means for the EU Why is Stablecoin a nuclear threat to traditional banking systems & Economic Sovereignty in EU and Emerging Markets Video embedded below Read More

This broadcast looks at 2 topics. The future path of US Treasury Yields and whether the Indian market can escape Trump's tariffs threats against Russia and India - yes they are connected Read More

NDTV -Middle East War: what will make the war matter to markets ? Read More

Martin, Christine and I debate the path of US fiscal policy. Implications for Fed policy and more….. what own instead of US Treasuries? Answer: Bunds………….gold and yen Read More

Three ideas: Trump is more likely to escalate than de-escalate after the International Trade Court ruling. What does this mean for markets. And the escaltion of Russian hostilities in Europe - one to watch and which markets are ignoring Read More