RTHK The Close: Carolyn Wright, Richard Harris & David Roche discuss Jackson Hole policy shift and Trump’s plot against the US Fed. Market implications. Read More
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23 Aug 25
NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions and False Analysis
NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions & False Analysis Read More
18 Aug 25
CNBC- Access Middle East: with Dan Murphy and David Roche: What to expect from Jackson Hole & why tariffs are not of temporary effect.
Like it or not, the US Fed's Jackson Hole Conference is going to be all about Fed independence and the battle with President Trump to preserve it. The anodyne (labor market) theme of the Conference will not defuse that bomb. The issue of whether inflation concerns should outwe... Read More
06 Aug 25
Peter Lewis Money Talk: Peter, Gary Ng & I discuss the US Vs Chinese Economies.
#US Federal Reserve#US Economy#US Dollar (USD)#US Markets#US Treasury#US Federal Reserve Independence.
Peter Lewis Money Talk: What is the state of the US economy compared to China’s? Peter Lewis, Gary Ng and Little old me debate, discover and contrast! Read More
04 Aug 25
RTHK: The Close - Business & market Discussion with Carolyn Wright, David Roche and Richard Harris
#US Fed#US Federal Reserve#US Dollar#US Economy#US Administration#US Stock Market#US Equities#US Treasury#US Presidency
So we know that when President Trump does not like reality he dismisses it and those who make him aware of it. Given the President's doubtful grip on reality we ask the question: How well is the the US economy actually doing? We get behind the volatility of people and data a... Read More
14 Jan 25
Peter Lewis Money Talk
#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
30 Dec 24
The Micro Podcast on Macro Matters.
#Asia#China#Trump#Central Banks#Environment#Russia#Ukraine#Israel#Iran#ECB#Putin#Ishiba#China Real Estate#China Stimulus#Dark Fleet#US Federal Reserve#Baltic Sea#Baltic States#Undersea Cables
Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and... Read More
23 Dec 24
The Micro Podcast on Macro Matters
Quantum Strategy - David Roche: The Micro Podcast on Macro Matters. The 5 things that could go wrong or right next year. The data for this week Read More
23 Dec 24
RTHK The Close with Carolyn Wright.
#US#Greyzone Warfare#Geo-economics#Protectionism#Trump#Monetary Policy#Geopolitics#US Fed#Israel#Iran#France#Markets#Putin#Hezbollah#Macro Uncertainty#Market Volatility#Germany#Escalation#Trump Policy#Hamas#FOMC#US Federal Reserve
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
23 Dec 24
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
#US#Protectionism#Tariffs#Sanctions#Oil#China#US Election#Trump#Monetary Policy#Russia#Ukraine#US Fed#Chairman Powell#France#Japan#IDF#Putin#Moscow#Hezbollah#Macro Uncertainty#China Stimulus#Trump Policy#Turkey#French Sovereign Debt#French Government#Hamas#FOMC#US Federal Reserve
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK. Read More
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