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
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13 Jul 25
Trade Update
#Tariffs#Trade.#Trade War#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction
Trade Update Date: Saturday, July 12, 2025 Investment Conclusion The range and level of tariff threats made by the US this week is not something President Trump can go TACO on. Indeed the accusation that he is TACO on Tariffs probably is a factor behind the current... Read More
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
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
20 Apr 25
On a Train in China
#Tariffs#China Stimulus#US-China Trade War#People's Bank of China (PBoC)#US-China Trade Relations#PBoC (People's Bank of China)#China Renminbi#Economy (China)#US-China#Trump's 100 Policy Blitz.China GDP#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
On a Train in China Investment Conclusion The US confrontation with China will escalate further. China has escalatory dominance. And the confrontation is an opportunity for Beijing to pursue other goals left by the vacuum of US soft power withdrawal and the injury cause... Read More
14 Apr 25
The Weaponisation of Economics - (Part 1: The Escalation Ladder Viewed from China)
#Tariffs#Escalation#Ladder Of Escalation#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
Investment Conclusion Here’s the thing! You do not have to speculate about the fate Chinese holdings of US Treasuries to work out how the trade war will cause a US recession and a fiscal crisis. Just take a look at trade war “escalation dominance” from China’s perspectiv... Read More
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