Media Library
Showing All Results
RTHK - The Close
RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down.
The Micro-Podcast on Macro Matters
The Micro-Podcast on Macro Matters What data matters this week: EU PMI's; Caixin PMI's; The US Fed Minutes; and Friday's US Jobs Report. The Three Macro-economic and Four Geopolitical Causes of the Coming Bear Market.
RTHK The Close with Carolyn Wright and David Roche
RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put…
The Micro Podcast on Macro Matters.
Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and…
Fintech TV NY interview: David Roche: Syria and Oil Prices - why Crypto as a Russian Reserve Currency will hurt its reputation
Fintech TV NY interview on the impact of Syria on oil prices and the unlikely use of digital currency as a reserve currency except for illegal activity by disreputable states or idiotic leaders
The Micro Podcast on Macro Matters
Quantum Strategy - David Roche: The Micro Podcast on Macro Matters. The 5 things that could go wrong or right next year. The data for this week
RTHK The Close with Carolyn Wright.
All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright.
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK.
CNBC Street Signs - Tanvir & I decode what the BoJ thinking is behind decision to stay on hold.
The BoJ chose to do nothing, On the one hand it is afraid to raise rates and then being surprised in a few months when tariffs create deflationary pressure so it has to reduce rates again. On the other hand, if it doesn't raise rates the yen weakens and imported inflation may s…
CNBC Street Signs- the Renminbi to fall to 8.50 to the USD!!!! Shock & Awe
China_ The Renminbi will fall to 8.50 to the US$ in a year as excess domestic liquidity from failed stimulus heads for the door and devaluation is used to limit damage from tariffs.