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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

06 Mar 19

Capital Punishment

Archive Report | David Roche | 06 Mar 19
#US#Asia#China#Germany#Strategy Archive#Economy#Europe#Auto Sector#Global Trade#Debt Crises#Tax Cuts Package#Trump Administration#Risk Assets

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This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More

30 May 17

Donald's Dying Dollar

Archive Report | David Roche | 30 May 17
#Politics#Strategy Archive#Dollar#Inflation#Federal Reserve#Currency Markets#Trump Administration#Growth Rates#European Equities#US Elections#Welfare Programs

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This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More

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