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Sanctions Without China Mean Nothing”: David Roche’s Explosive Take On Trump’s Iran Strategy on ET Now

QS Team ·25 Aug 2026

See David Roche on ET Now as he dismisses the latest Iran sanctions as toothless, arguing China's oil purchases make enforcement impossible without risking a direct conflict Washington won't pick. He warns the real threat to markets is Treasury "financial repression" in the bond …

#The Straits of Hormuz - The New Iranian Nuke#Donald Trump#Container Ships#Straits of Hormuz#Central Banks (US Federal Reserve)#US Treasury#Long Bond Rates#President Trump#Container Shipping#Scott Bessent#US Fed Chair Warsh#Federal Reserve (Fed)#Federal Open Market Committee (FOMC)#USD (United States Dollar)#United States#Inflation#Interest Rates#Jackson Hole#Iran Read More
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NDTV Profit: Oil At $125? David Roche Warns Of A September Market Shock | Trump, Iran & Inflation

QS Team ·18 Aug 2026

See David Roche on NDTV Profit as he warns investors are dangerously complacent — pricing in stable disinflation even as oil threatens to spike to $125 and Iran's regional posture tightens supply further. He says inflation can flare back up far faster than markets expect, and Sep…

#Oil#Ukraine#Iran#Interest Rates#United States#Shipping#Inflation-Linked Bonds#Inflation Pressures#Ukraine War#Interest Rate Policy#Oil Dependence#Crude Oil Supply#Global Interest Rates#Container Ships#Brent Oil#Inflation Outlook#Inflation Rates#Inflation Expectations#ME Oil Supply#Ukraine Maritime War#Global Food Price Inflation#Food Price Inflation#Iranian War#The Straits of Hormuz - The New Iranian Nuke Read More
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