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15 Oct 24

RTHK The Close

RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now? Read More

14 Oct 24

The Mini Podcast on Macro

The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If". Read More

07 Oct 24

CNBC Squawk Box- Fed Jumbo cuts - the hidden damage

The Silliness of the Fed's JUMBO cut and the hidden damage. Watch on CNBC. Read More

07 Oct 24

RTHK Global Issues with Carolyn Wright

Global Issues with Carolynn Wright on RTHK "The Close": US jobs, China Stimulus, the Middle East War and Ishiba's Japan! Read More

07 Oct 24

The Mini Podcast on Macro Matters

The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran. Read More

30 Sep 24

RTHK: The Close - China's Big Bazooka

Why China's big Bazooka is creating a feeding frenzy in markets but will fail economically. Read More

30 Sep 24

The Micro Podcast on Monday Macro

Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big baz... Read More

29 Sep 24

Mind the Gaps!

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

23 Sep 24

RTHK The Close: a discussion of Central Banks, China Stimulus and the Global Economy

The Fed too much too early and China the Great Leap Backwards?? Read More

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