Peter Lewis Money Talk - a great discussion of US policy, the break down of alliances and investment implications; Federal Reseve independence and the USD; and whether measures to shut China out of tech will result in China passing the US out. Read More
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
RTHK The Close with my dear friend Carolyn Wright discussing: * The US Jobs blowout. What does it mean for the US Fed and longer term rates, And then there is the Michigan survey with sharply rising inflation expectations. * China exports booming ahead of tariffs but wha... Read More
RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More
RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put... Read More
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
The Fed acts to reduce the number of interest rate cuts in 2025. Underlying this is that the Fed Funds Rate is already close to the neutral rate and more cuts are not needed given that the economy is motoring and inflation is a bit high. But the knock-on effects on markets arou... Read More
China- has the up-cycle begun? The Fed decision. Korean crisis - you couldn't make it up! Japan- does the Tankan uptick mean anything. Will the BoJ cut.........and what the Bundesbank says about Bundesland! Read More
China - deflation. What will the Chinese Central Economic Work Conference do- very little new but defines fiscal and monetary stimulus. Korea - how serious for assets is the power vacuum at the top. Trump are his appointments congruent with his views. Will he deliver on his p... Read More