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03 Mar 25

CNBC SQUAWK BOX: what does Trump’s Obsesso-Alliance with Putin means for Europe & the World

Cnbc Squawk Box: what Trump’s obsesso-alliance with Russia means for Europe, NATO & the Trans-Atlantic Alliance. Read More

25 Feb 25

Money Talk with Peter Lewis, Barry Wood, Simon.Kavanagh & little old me.

Robust conversation on: * German Election: the next four years are critical for the german economy, defence, europe. Domestically, in order to deprive the AfD of youth and lower income groups’ support, the economy must become the rising tide to lift all boats. * US Trump ... Read More

24 Feb 25

RTHK The Close - Carolyn Wright & I discuss the state of the world this week!

Carolyn Wright & I discuss the state of the world. the big issue is whether there is life beyond Trump. we cover the break up of the atalntic - alliance and NATO. US data depresses the market is this a blip or a preursor of the fear of Trump policies? China AI - no doubt g... Read More

17 Feb 25

The Mini Podcast on Macro Matters

David Roche - Quantum Strategy - The Micro Podcast on Macro Matters Trumps new April Tariffs - what to expect. Munich - the end of NATO and Liberal World Order. US Retail - the fading Exceptionalism Dream... ..... and upcoming data for the week. Read More

17 Feb 25

RTHK THe Close

RTHK The Close China: the revival in high tech fortunes and the blessings of Xi. PLus the latest credit figures show traction.. US: Retail data- does weakness spell the end of the Trump miracle and what to expect from Tariffs. Munich- the weakness of the west is a big... Read More

10 Feb 25

The Micro Podcast on Macro Matters

The Micro Podcast on Macro Matter. Trump's tariffs and China's measured but lethal response. Netanyahu manipulated Trump into cementing him in office as Israel's PM. That makes more war in Gaza more likely. And does it mean that Netanyahu will be able to manipulate Tr... Read More

10 Feb 25

RTHK THe Close on Radio 3 with Carolyn Wright

RTHK The Close with Caroln Wright: - What’s the thimking behind the tariffs? - Chibna’s deep reaction - not mild but threatening. - How Netanyahu played Trump to reinforce his ghold on office. What does this mean for Gaza. Will a renewal of hotsilites involve Iran and oil an... Read More

05 Feb 25

CNBC Market Alert: - Why US "exceptionalism" will fail this year

CNBC Market Alert: - Why US "exceptionalism" will fail this year and how tariffs will be a major cause. Read More

04 Feb 25
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