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Le Budget de Monsieur Bayrou
Le Budget de Monsieur Bayrou Investment Conclusion I’m not shorting French sovereign bonds (OATS) now. Shorting OATS now would only pay off if there are immediate legislative elections. That could be a result of a vote of no confidence in the Bayrou governm…
Odd bins: Jackson Hole, Russia & Shipping
Odd bins: Jackson Hole, Russia & Shipping Investment Conclusion : Jackson Hole is a pivot in the Fed’s reaction function which now under-emphasises tariff effects on inflation and over-emphasises the weakening labor market. So more cuts than I thought (3 at least)…
RTHK The Close: Jackson Hole Pivot and President Trump’s Crusade Against the US Fed
RTHK The Close: Carolyn Wright, Richard Harris & David Roche discuss Jackson Hole policy shift and Trump’s plot against the US Fed. Market implications.
NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions and False Analysis
NDTV: David Roche: US Fed Pivot at Jackson Hole: Doubtful Assumptions & False Analysis
The Jackson Hole Pivot
The Jackson Hole Pivot Investment Conclusion What Chair Powell's newly announced policy means for investors: More asset bubbles in equities, crypto and non-bank credit; Higher inflation down the road as the money will be printed to fund it; …
Audio recording: Fed Powell opens door to potential rate cuts at Jackson Hole.
Jackson Hole - Chair Powell's Speech: This means further monetary policy easing and Fed rate cuts. Here is Chair Powell's logic: Labour Marke t There exists a curious balance: supply and demand for labor are both contracting. This creates a "curious" …
CNBC Europe Early Edition
CNBC Europe Early Edition: the EU-US Trade Deal - critical for the relative performance of EU equities. And Jackson Hold and the US Fed’s Strategy to preserve its independence - critical for the US$.
David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US?
David Roche on ET NOW: what does the EU-US joint trade statement mean for Indian trade negotiations with the US? To what extent is the EU- US deal a blueprint for India? And what are the major differences?
NDTV- Profit: More Tariffs On India if Putin ..." David Roche Decodes as Russia Backs India Against US Pressure.
This interview dispels a few myths about Russian oil and India. It examines whether Trump's tariffs can end the Indian investment story and stop FDI in its tracks. It describes how punitive sanctions on India for buying Russian oil are binary depending on where the Putin Trump…
Money Talk: with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit; 2. Has Trump galvanised the Global South to become a new trading bloc?
Money Talk with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit 2. Has Trump galvanised the Global South to become a new trading bloc which will unseat the US$ as Global Reserve and Trading Currency?