All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright. Read More
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19 Dec 24
Peter Lewis Money Talk - The Fed removes the markets' drip feed. .....what does it mean for economies and markets
#Trade#Tariffs#Trump#Recession#Yen#Populism#ECB#Markets#Macro Uncertainty#Market Volatility#FOMC#US Federal Reserve
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
25 Nov 24
RTHK - The Close with Carolyn Wright & Xiaolin Chen
#Trade#Tariffs#Trump#Monetary Policy#Ukraine#Macro Uncertainty#Market Volatility#Trump Victory#Trump Cabinet#Appointees#Trump Policy
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
07 Nov 24
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency
#US#Trade#Protectionism#Tariffs#US Election#Trump#Harris#US Fed#Middle East#Israel#Iran#Markets#Macro Uncertainty#Market Volatility#Trump Victory
CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency and why geo economic uncertainty and market volatility are set re- marry after a long divorce! Read More
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