President Trump’s Putin Pivot Investment Conclusion Trump’s Pivot on Putin is probably due to a sense of personnel betrayal. This is likely to make it more durable than if it was based on a moral policy vision. The pivot has the potential to change the battlefield in ... Read More
News LibraryShowing All Results
11 Jul 25
Peter Lewis, Money Talk:
#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
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
11 Jul 25
RTHK: The Close - Business and Market Discussion with Carolyn Wright, David Roche and Richard Harris
#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
RTHK The Close: Carolyn Wyat, Richard Harris, and David Roche talk about what China data is telling us about the effect of tariffs. Then we explain why markets will ignore the latest Trump pronouncements for a short whike but not forever, Read More
03 Jun 25
RTHK: The Close: are tariffs old news?
Markets getting used to tariffs - The case for and agaist. What FOMC ‘s Waller says. Read More
02 Jun 25
NDTV India: Tariffs & Why Trump will escalate & Potential Russian Escalation which would matter to markets
#Tariffs#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Fentanyl tariffs#Movie Tariffs.
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
13 May 25
The Phoney Peace?
#Tariffs#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#China Tariffs#Fentanyl tariffs
The Phoney Peace? Investment Conclusion The market reaction to reduced US-China tariffs is unwarranted. The S&P 500 has clawed back all of its post Liberation Day losses and is only 5% below its peak. The existing tariffs and uncertainty will do a lot more... Read More
06 May 25
Peter Lewis Money Talk
#US-China Cold War#US-China Relations#China.#US-China Trade Relations#US-China#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
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
02 May 25
China Spokesperson Statement on US Tariff Talks
China Spokesperson Statement on US Tariff Talks This is the statement (translated) this morning" “China has noted the repeated statements from senior US officials expressing a willingness to negotiate with China on tariff issues. At the same time, the US side has r... Read More
30 Apr 25
CNBC Squawk Box - the Untimely Death of the Dollar & the Tragic Demise of US Exceptionalism
#US$#US Exceptionalism#Trump Tariffs.#US$ Safe Haven Flows#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#US$ as Global Reserve Currency
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
29 Apr 25
RTHK: The Close with Carolyn Wright and Richard Harris
A great discussion on the power struggle between the US & China. Why China has escalation dominance. What it means for US assets, The European angle in new alliances with China? Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us