China_ The Renminbi will fall to 8.50 to the US$ in a year as excess domestic liquidity from failed stimulus heads for the door and devaluation is used to limit damage from tariffs. Read More

CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail. Read More

The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou... Read More

China- has the up-cycle begun? The Fed decision. Korean crisis - you couldn't make it up! Japan- does the Tankan uptick mean anything. Will the BoJ cut.........and what the Bundesbank says about Bundesland! Read More

Quantum Strategy - The Micro Podcast on Macro Matters: What's happened but matters still: China data; Germany - what the Bundesbank believes; Korea - the constitutional crisis; & France - why a decent PM makes no difference - no reform before the populists take over. And to ... Read More

China - deflation. What will the Chinese Central Economic Work Conference do- very little new but defines fiscal and monetary stimulus. Korea - how serious for assets is the power vacuum at the top. Trump are his appointments congruent with his views. Will he deliver on his p... Read More

Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets! China's deflation continues- why it matters? Syria- the two scenarios and how critical they are. ECB - what to expect. US Inflation - service price figures critical Read More

A Rollicking but in depth analysis of Tariffs, Trade and Trumpian Tantrums examines: replacing the USD as global reserve currency and punishing those who think of doing so. What will end US supremacy in global markets. Is Europe for turning or for tanking - the French governmen... Read More

RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose. Read More

David Roche: Quantum Strategy - The Micro Podcast for Macro that matters to Markets: Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. Th... Read More