Money Talk with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit 2. Has Trump galvanised the Global South to become a new trading bloc which will unseat the US$ as Global Reserve and Trading Currenc... Read More
How the tariffs are becoming tools of hate not weapons of the economy and the irrational patchwork that this creates. Hong Kong as a safe haven from what is to come? Read More
Peter Lewis: Money Talk.with David Roche. What is the significance to markets of Trump’s week of Pronouncements on tariffs. Here we discuss the economic significance of tariffs and for how long markets can ignore them. Read More
RTHK The Close: Richard Harris, Carolyn Wright & David Roche : will july be Trump Taco or Armageddon time Read More
Three ideas: Trump is more likely to escalate than de-escalate after the International Trade Court ruling. What does this mean for markets. And the escaltion of Russian hostilities in Europe - one to watch and which markets are ignoring Read More
An in-depth discussion of Trump policies on Tariffs and Alliances. Mark Nicholsen, Barry Woods, Peter Lewis and David Roche discuss: has uncertainty peaked? Why no damage yet to US economy? The delay factor inherent in disruption to supply chains. The future of the US$ safe have... Read More
Why the US war on trade is fatal for US$ role as reserve currency and US Exceptionalism. What does this mean for US stocks & Treasuries? Read More
This is a good debate on the workings of a trade war, who pays and why the US suffers most. We spend time analysing why the US concept that it holds the cards is just plain wrong and is a miconception of escalatory dominance in a trade war. We look at who will suffer most and w... Read More
Quantifying what Trump means for US GDP & Others' Read More
Why Trump is not a buy-on- the-dips opportunity but a change in world order that destroys globalisation and the liberal world order in ways that will profoundly change what you invest in. Read More