Le Budget de Monsieur Bayrou Investment Conclusion I’m not shorting French sovereign bonds (OATS) now. Shorting OATS now would only pay off if there are immediate legislative elections. That could be a result of a vote of no confidence in the Bayrou governm... Read More

Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at le... Read More

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

NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions & False Analysis Read More

The Jackson Hole Pivot Investment Conclusion What Chair Powell's newly announced policy means for investors: More asset bubbles in equities, crypto and non-bank credit; Higher inflation down the road as the money will be printed to fund it; ... Read More

Jackson Hole - Chair Powell's Speech: This means further monetary policy easing and Fed rate cuts. Here is Chair Powell's logic: Labour Marke t There exists a curious balance: supply and demand for labor are both contracting. This creates a "curious" ... Read More

CNBC Europe Early Edition: the EU-US Trade Deal - critical for the relative performance of EU equities. And Jackson Hold and the US Fed’s Strategy to preserve its independence - critical for the US$. Read More

David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US? To what extent is the EU- US deal a blueprint for India? And what are the major differences? Read More

This interview dispels a few myths about Russian oil and India. It examines whether Trump's tariffs can end the Indian investment story and stop FDI in its tracks. It describes how punitive sanctions on India for buying Russian oil are binary depending on where the Putin Trump... Read More

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