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23 Apr 25

Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China

Podcast | David Roche | 23 Apr 25
#US-China Cold War#US-China Relations#US-China Trade War#China.#Trade War#US-China#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Fentanyl tariffs#Escalation Dominance

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

17 Feb 25

RTHK THe Close

Podcast | David Roche | 17 Feb 25
#China Stimulus#Trade Wars#NATO#US-China Trade War#Economy (China)#Trump Tariffs.#Munich Security Conference#US Retail

RTHK The Close China: the revival in high tech fortunes and the blessings of Xi. PLus the latest credit figures show traction.. US: Retail data- does weakness spell the end of the Trump miracle and what to expect from Tariffs. Munich- the weakness of the west is a big... Read More

03 Feb 25

The Micro Podcast on Macro Matters

Video | David Roche | 03 Feb 25
#China#Trump#Trump Policy#Canada#Mexico#US-China Trade War#Trump Administration#US-China Trade Relations#China Renminbi#Trump Tariffs.#Tariffs China Mexico Canada

David Roche- Quantum Strategy - The Micro Podcast on Macro Matters: Trump - Tariffs - and You! Indian Exceptionalism! The BoE and its coming 25 bp contribution to UK economic mediocrity... .....And this weeks data that may matter to markets Read More

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