Alex Wong, Peter Lewis and David Roche look at each major market and reason on why they are where they are and then whatvthat tells us about where they are going? Read More
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RTHK: The Close With Carolyn Wright, Richard Harris and David Roche: Trump's "Big Ugly Bill"
RTHK The Close.- Trump's Big Ugly Bill Why markets are ignoring Trump and are wrong to do so. Read More
Peter Lewis Money Talk! China where’s the tariff hit? Is Kong Kong Back?
Peter Lewis Money Talk! * China where’s the tariff hit? *. Is Kong Kong Back? Read More
RTHK: The Close with James Ross and Richard Harris and David Roche
US Tariffs - the granular anaysis of what is being affected and what is likely to come. The equity market unsustinable or not. Read More
Talking to Tony on Why if Trump wins the War on Trade the US$ is doomed as global reserve currency
Talking to Tony on why if Trump wins the War on Trade, the US$ is doomed as global reserve currency. Of course, lack of trust in the US, alienation of allies and the damage to US economic performance would all play a role. But mechanically smaller US current account deficits wil... Read More
RTHK -The Close: Does the world need to replace the US$ as global reserve currency and can it be done?
Does the world need to replace the US$ as global reserve currency and can it be done? A debate between Richard Harris, Carolyn Wright and David Roche. Read More
RTHK - The Close
Movie Tariffs and the dangerous precedent of putting tariffs on services. Read More
Peter Lewis Money Talk
An in-depth discussion of Trump policies on Tariffs and Alliances. Mark Nicholsen, Barry Woods, Peter Lewis and David Roche discuss: has uncertainty peaked? Why no damage yet to US economy? The delay factor inherent in disruption to supply chains. The future of the US$ safe have... Read More
CNBC Squawk Box - the Untimely Death of the Dollar & the Tragic Demise of US Exceptionalism
Why the US war on trade is fatal for US$ role as reserve currency and US Exceptionalism. What does this mean for US stocks & Treasuries? Read More
RTHK: The Close with Carolyn Wright and Richard Harris
A great discussion on the power struggle between the US & China. Why China has escalation dominance. What it means for US assets, The European angle in new alliances with China? Read More