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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…
RUSI: The Energy Supply Cliff is Alarmingly Near
David Roche's commentary on the energy supply cliff was published by RUSI on 9 June. The published version omitted the table calculating when each major economy reaches the critical inventory floor of 30 days of consumption. We've reinserted it here so readers can review the und…
Peter Lewis Money Talk - AI Boom, China Equities, Oil Inventories
Catch David Roche on Peter Lewis' Money Talk podcast for June 3, as he examines whether the fever pitch in AI fundraising reflects genuine productivity gains or is repeating the excesses of prior tech cycles. He also considers at what point oil inventory levels move from a pri…
David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble
David Roche on NDTV Profit: Markets Ignoring Inflation, War & Reality? | David Roche Warns Of A Dangerous Bubble David Roche delivers a stark warning on the global economy, oil markets, and the growing disconnect between financial markets and economic reality. With crude oil …
David Roche of Quantum Strategy appeared on CNBC Access Middle East today
David Roche of Quantum Strategy appeared on CNBC Access Middle East today, saying markets are overestimating the likelihood of an Iran peace deal. He noted that oil markets aren’t accurately factoring in current energy supply constraints and warned that a global inflationary sho…
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.
RTHK - The Close
The US Presidential - swing to Trump in polls. Meaning of Trump or Harris victory for markets. China stimulus- will the consumer follow orders and shop? Moldova - the corrosive power of Moscow disinformation and corruption. Middle East- Israeli riposte - the delay means more - …