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The taxation of foreign investment in the US.
The taxation and breakdown of global capital flows (Written on a plane - unchecked, illiterate but important) QS strategy includes capital controls and taxation of foreign investment as part of the fragmentation of world order. It is also part of the potty e…
Korea After the Elections - wait!
Korea after the elections. Lee Jay-Keung has one big advantage in that his party controls parliament and he is president. But he faces many daunting challenges that he does not control: 1. The economy is 87% international trade. If US 25% tariffs are imposed it will p…
CNBC Squawk Box Asia
Martin, Christine and I debate the path of US fiscal policy. Implications for Fed policy and more….. what own instead of US Treasuries? Answer: Bunds………….gold and yen
RTHK: The Close: are tariffs old news?
Markets getting used to tariffs - The case for and agaist. What FOMC ‘s Waller says.
NDTV India: Tariffs & Why Trump will escalate & Potential Russian Escalation which would matter to markets
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
Peter Lewis Money Talk:: Why on earth are the markets where they are?
Alex Wong, Peter Lewis and David Roche look at each major market and reason on why they are where they are and then whatvthat tells us about where they are going?
Update: US Container traffic and Escalation in the Baltics and Ukraine?
Investment Conclusion President Trump will get more extreme on tariffs. Watch China & the EU. Russia will escalate in Ukraine after a significant hi tech defeat. Neither is bullish for financial assets. If Putin escalates in the Baltic on top of his current escalation there…
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…
Trump Trade Policies in disarray
The US Court of International trade has ruled that the Trump Administration’s trade tariffs, both reciprocal and fentanyl, are illegal. The US Court of International Trade says Trump overstepped his authority - using a 1977 federal economic emergency law. The law does not …
RTHK: The Close With Carolyn Wright, Richard Harris and David Roche: Trump's "Big Ugly Bill"
RTHK The Close.- Trump's Big Ugly Bill Why markets are ignoring Trump and are wrong to do so.