How the tariffs are becoming tools of hate not weapons of the economy and the irrational patchwork that this creates. Hong Kong as a safe haven from what is to come? Read More
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27 Jul 25
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet
#EU#Trade Wars#EU (European Union)#Bilateral Trade#Trade Policy#Trump Tariffs.#US Tariffs#Reciprocal Tariffs#Trump Economic Tariffs#US - EU Trade Agreement#EU Tariffs#EU - US Trade War
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors... Read More
15 Jul 25
President Trump’s Putin Pivot
#Tariffs#Trade Wars#US-China Trade War#Trade War#Ukraine War#Trump Tariffs.#US Tariffs#Remedial Tariffs#EU-US Trade War#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Russia’s Illegal War in Ukraine
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
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
10 Jul 25
Parsing FOMC Minutes and Tariff Announcements
#Tariffs#US Fed#FOMC#US Federal Reserve#Federal Open Market Committee (FOMC)#US Federal Reserve Independence.#Trump Tariffs.#US Tariffs#FOMC Minutes#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction
Parsing FOMC Minutes and Tariff Announcements I parsed the FOMC minutes. I think the Fed will hang tough. Seems only Bowman & Waller want to cut. All the others more worried about inflation than the labour market. I expect inflation to rise sharply & durably in... 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
30 May 25
Uncertainty as a Certainty – Wealth Preservation Portfolio
Uncertainty as a Certainty – Wealth Preservation Portfolio Investment Conclusion There are no changes to the Wealth Preservation Portfolio this week. The ruling by the US Court of International Trade (USCIT), that the President’s use of the International Emergency Ec... Read More
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