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14 Jan 25

Peter Lewis Money Talk

Podcast | David Roche | 14 Jan 25
#Protectionism#Tariffs#Trump#Geopolitics#Ukraine#US Fed#Trump Policy#Dark Fleet#Shadow Fleet#FOMC#US Federal Reserve#Undersea Cable#Grayzone Warfare

Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum... Read More

13 Jan 25

The Mini-Podcast on Macro

Video | David Roche | 13 Jan 25
#Asia#Trade#Sanctions#China#Trump#Central Banks#Geopolitics#Russia#ECB#Shadow Fleet#FOMC#Baltic Sea#Oil Prices#Grayzone Warfare#Russian Energy#Russian Energy Exports.

David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: US jobs blow out- what it tells us about the Fed going forward. China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. US sanctions on Russian energy - why and how th... Read More

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