The Micro Podcast on Macro Matters

#US Fed#ECB#Deepseek#BoJ#Abandoning Alliances
 Quantum Strategy - David Roche - The Mini Podcast on Macro Matters: 
  • The Data: China's NBS PMIs and Industrial Profits. 
  • DeepSeek - the deeper meaning of disruption. 
  • Trump the first week- the economic consequences of ripping up Alliances. 
  • The Fed - when will Trump launch his attack on the Fed's Independence & what it means for the USD. ...... 
  • and the Fed meets this week and so does the ECB! 

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