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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29 Sep 24
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
09 Sep 24
RTHK: The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election
RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More
28 Aug 24
Squawk Box Europe - Debating the Fed - excess focus on unemployment and self exoneration for post-covid ”transitory” inflation?
Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible? Read More
20 Aug 24
Money Talks
Can Kamala Harris plug the vicissitudes of her economic policy pronouncements? Read More
13 Aug 24
The BoJ, The Yen and Global Liquidity
Yen Strength - will Japan suck global liquidity dry? Read More
01 Aug 24
CNBC Europe. US Presidential - Trump Vs Harris- the economic and market consequences
Who is worse (or better!) for the Economy & Markets - Trump or Harris Read More
23 Jul 24
Peter Lewis' Money Talk
David Roche appears on Peter Lewis' Money Talk Podcast and discusses the impact of the latest news from the USA and China. Read More
15 Jul 24
CNBC Squawk Box (Asia): US Presidential Election
David Roche appears on CNBC's Squawk Box Asia and discusses recent events in the US Presidential Election Read More
09 Jul 24
CNBC: French Political & Economic Paralysis
David Roche appears on CNBC and discusses the economic implications of the latest political developments in France. Read More
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