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See David Roche on NDTV: Oil Could Hit $125? David Roche's Warning On Oil Prices, US Yields & Indian Markets
David Roche on NDTV: the US Treasury is "playing God" with long-term yields, and he thinks it backfires, spooking foreign bond buyers and edging toward financial repression. His next call: Brent could hit $125 as inventories crash toward critical levels, and he's turned more bull…
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 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.
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…
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets. Applying the theoretical arguments about when Macro matters to Economies and to Markets to what is happening in the MIddle East.
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…
The Mini-Podcast on Macro
David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: US jobs blow out- what it tells us about the Fed going forward. China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. US sanctions on Russian energy - why and how th…
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