Media Library
Showing All Results
Oooh Laa Laa of the French Sovereign Debt Crisis!!!
Oil at $100, France under pressure, and a tougher road for emerging markets. Our strategist David Roche was on NDTV Profit today, and his message was cautious. The energy crisis is only "paused," not over. Key takeaways: 🛢️ Oil: Prices are likely to hover near $100 a barrel. Sup…
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…
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 ET Now: Oil Nears $90 As West Asia Escalates: What Happens If Hormuz Stays Disrupted?
Iran fires. UAE freezes ties. Oil surges past $90 as 80% of tankers now reroute through the Oman corridor. Two experts, one flashpoint: David Rash says the world is racing toward a $125 oil shock — Sai Akif Zedi says Iran can take the pain, and it's the US that's bleeding. Who's …
See David Roche on NDTV Profit: Oil Supply Crisis, AI Bubble Risk, and His Case for China and India
David Roche warns that a 16 to 18 million barrel per day global oil deficit, driven by falling Russian exports and surging Chinese demand, is colliding with an AI investment boom built on circular, highly leveraged financing. He sees no economic slowdown on the horizon to ease oi…
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…
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…
NDTV - The Surprises of War.
NDTV - The Surprises of War. The geopolitical, economic and financial market consequences of this badly planned, long war in pursuit un-defined goals.
NDTV Profit: David Roche: What does Kevin Warsh mean for the US economy and markets?. India -The Budget: What does the economy need ?
NDTV - The Warsh appointment- what’s good & what’s bad about it? India - what needs to be done for the economy to boom sustainably and what can the budget address to make it happen?
NDTV The Big Question: India - EU More Than Just Trade Deal - Vikram Oza & David Roche:
NDTV The Big Question: India- EU More Than Just Trade Deal - Vikram Oza & David Roche: