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
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25 Nov 24
The Micro Podcast on Macro that matters to markets
#Trade#Greyzone Warfare#Geo-economics#Geostrategy#Energy#Trump#Geopolitics#Environment#Ukraine#US Fed#Israel#Iran#Macro Uncertainty#Trump Victory#Escalation
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
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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