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📺See David Roche and Dan Murphy on CNBC Access Middle East today.
📺See David Roche and Dan Murphy on CNBC Access Middle East today: David believes oil flows from the Strait of Hormuz are probably much lower than U.S. estimates. He notes that although Washington’s economic pressure on Tehran is increasing, it’s unlikely to alter Iran’s goal of …
See David Roche on NDTV today: Global Markets Face Middle East War, Russia Risk & Rising Inflation: Could India Still Benefit?
Oil at $85–95, grain prices up 12%, and a widening window for Russian gray-zone escalation in Europe: David maps the macro backdrop most portfolios aren't pricing in. Non-AI margins face a cost-push squeeze while leveraged AI valuations sit exposed to any rate response, a combina…
David Roche on EO TV (Yen, Gulf, Shipping, Inflation)
David Roche joined EO TV to tackle the questions everyone's asking: → Yen carry trade: what makes currency intervention work, and what makes it fail? → Oil markets are tightening. What's driving it, and why does it set the hurdle rate for any Gulf deal? Watch the full conversatio…
David Roche on NDTV Profit: Oil To Hit $125? David Roche's Stark Warning On Middle East Crisis
The Bab el Mandeb! A picnic spot on a beautiful beach? Not quite. It's the strait the Houthis just closed. David Roche on NDTV Profit: with Red Sea shipping disrupted and inventories thin, crude could hit $125/bbl if US-Iran tensions drag on and the US has few alternative route…
David Roche on NDTV Profit - Breaking down uncertainty and any new normalcy ?
Is a return to normalcy just a myth in the ongoing back-and-forth between Iran and the US? David Roche broke it down on NDTV Profit yesterday.
See David Roche on NDTV Profit discussing recent events in the Gulf
Watch David Roche on NDTV Profit today as he talks about the events in the Gulf over the past 24 hours. Is this just a flash in the pan, or something to be concerned about?
See David Roche's Stark Warning! Oil At $90 Could Be Closer Than Markets Think | Business News | ET Now
Catch David Roche on ET Now as he offers a cautious take on the global economy, warning that ongoing tensions in the Strait of Hormuz could disrupt oil markets and push crude prices toward $90 a barrel. He also flags concerns about rising bond yields, inflation, and whether the…
David Roche on NDTV Profit (Market Open) What Falling Crude Means For India & Emerging Markets: Key Takeaways For Investors
What Falling Crude Means for India and Emerging Markets: Key Investor Takeaways. Declining crude prices may bring some relief to emerging markets like India as oil flows resume through the Strait of Hormuz. Catch Quantum Strategy’s David Roche sharing his insights on NDTV Profi…
David Roche on CNBC Squawk Box Asia: The recent agreement between US and Iran a "bad bad deal"!
Catch David Roche on CNBC’s Squawk Box Asia today, where he describes the latest truce agreement between the United States and Iran as a “bad, bad deal” that will endure because of shared interests on both sides.
NDTV Profit - Oil Prices, AI Boom & Markets: David Roche Breaks Down What The US-Iran Deal Means For India
What does the US-Iran peace deal mean for markets? Strategist David Roche tackles that question on NDTV Profit, unpacking how a reopened Strait of Hormuz and normalizing oil supplies could ease inflation, support global growth, and extend the AI-driven rally still powering marke…