Peter Lewis: Money Talk.with David Roche. What is the significance to markets of Trump’s week of Pronouncements on tariffs. Here we discuss the economic significance of tariffs and for how long markets can ignore them. Read More

RTHK The Close: Richard Harris, Carolyn Wright & David Roche : will july be Trump Taco or Armageddon time Read More

On Monday this program discusses why the hump in maximum Middle Est Risk is over and what lies ahead. Read More

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

RTHK - The Close with Carolyn Wright & Richard Harris - the Middle East Conflict The pause before the storm or a durable return to normal? Read More

Peter Lewis Money Talk : ME war spill overs or lack of them. And what is the state of China's economy? Read More

RTHK The Close. What sort of macro scenario are markets telling us is in store? Why has the performance of equities, bonds and the US$ so diverged? Is there a feasible scenario for that to continue? 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

Markets getting used to tariffs - The case for and agaist. What FOMC ‘s Waller says. 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