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
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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
02 Oct 24
Money Talk with Peter Lewis: China Policy - assessing the equity market blow off and how sustainable it is
#Asia#Elections#China Plenum#Central Banks#Geopolitics#Japan#Market V Planned Economies#Ishiba#Bank of Japan
A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek Read More
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