News Library
Showing All Results
David Roche on NDTV Profit (Market Open) What Falling Crude Means For India & Emerging Markets: Key Takeaways For Investors
What Falling Crude Means for India and Emerging Markets: Key Investor Takeaways. Declining crude prices may bring some relief to emerging markets like India as oil flows resume through the Strait of Hormuz. Catch Quantum Strategy’s David Roche sharing his insights on NDTV Profi…
Peter Lewis - Money Talk: US-Iran Peace Talks; Strait of Hormuz & Oil Markets; Federal Reserve Hawkish Pivot; UK Political Transition; China & BoJ Monetary Policy
Peter Lewis - Money Talk: On Tuesday’s Peter Lewis’ Money Talk podcast, Peter is joined by Mark Michelson, Chairman of the Asia CEO Forum at IMA Asia, David Roche, President & Global Strategist at Quantum Strategy, and in Washington D.C., US Economics Correspondent, writer & br…
Navigator: Ochon!
Navigator: Ochon! This report examines 9 ways in which the MoU is a disaster for the Middle East and the security of global energy. Then it expands that analysis to list 4 ways the MoU reduces US Global Reach and Power Projection. All have major economic impacts well withi…
Fed Shock, AI Boom & Iran Deal: David Roche Decodes The Next Market Move | Business News | ET Now
Fed Shock, AI Boom & Iran Deal: David Roche Decodes The Next Market Move | Business News | ET Now AI rally, Fed policy, Iran deal and oil prices — global markets are balancing multiple big themes. In this exclusive conversation, David Roche of Quantum Strategy breaks down the m…
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.
Shipping of Oil through the Straights of Hormuz begins! Hear David Roche on Breakfast Business with Joe Lynam today!
Shipping of Oil through the Straights of Hormuz begins! Hear David Roche on Breakfast Business with Joe Lynam today. A trickle of tankers have started shipping oil through the infamous Straits of Hormuz pushing down oil prices. David Roche the founder of Quantum Strategies …
Middle East Energy: How Fast Will Supply Recover? Watch the Ships, Not the Rigs
David Roche assesses why Middle East crude supply should recover faster than production capacity over the next six months, as Gulf shipping flows and a 300mb inventory buffer narrow the global oil deficit and push crude toward a $75–85/bbl range.
ME Energy: How Fast Will Supply Recover?
ME Energy How Fast Will Supply Recover No! I don’t think the ME Deal addresses any of the major issues or makes the world a better place. But it binds Iran and the US together with a common rope of self-interest. Iran, meaning the IRGC thugs, get back into the dollar flo…
US Fed – Warsh & The Little Trojan Ponies
US Fed – Warsh & The Little Trojan Ponies The FOMC meeting will change nothing. But the Dot Plots will be telling for the future. And the things to watch for are: • Hints at the end of forward guidance. • Replacing the inflation target currently used by the Fe…
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…