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Engelsberg Ideas - The Price of Europe’s Defence
Engelsberg Ideas The price of Europe’s defence JANUARY 22, 2026 DAVID ROCHE THEMES: ECONOMICS, GEOPOLITICS Europe’s dependence on the US for its defence may be coming to an end. Rapid military spending, the replacement of US assets, and taking on the nuclear…
CNBC Asia Squawk Box - Japan, Gold and Other Things
CNBC Asia Squawk Box - Japan, Gold and Other Things
The Real Davos Debate
The Real Davos Debate analyses the implications of accelerated European economic militarisation if President Trump dumps NATO. The costs, financing and fiscal and monetary implications are grouped under the headings of: Accelerating EU defence spending to 5% of GDP in…
RTHK The Close: an extended 45 minute edition! Carolyn Wright, Richard Harris and little auld me discuss just about everything.
RTHK The Close: an extended 45 minute edition! Carolyn Wright, Richard Harris and little auld me discuss just about everything that’s wrong with the world if you’re half-way sane and right with it if you are not and a maga member!
Peter Lewis Money Talk - Iceland, Tariff Wars, China Legacy, The Japanses Election & Fed Succession.
Peter Lewis Money Talk - Iceland, Tariff Wars, China Legacy, The Japanses Election & Fed Succession.
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Navigator. Why President Trump's Greenland Tariffs are binary. They can either set off a new EU-US trade war and call NATO into question, Or result in Greenland being the last political tariffs to be used by Trump and removed from his arsenal by the US Supreme Court. …
Tariffs: President Trump’s Greenland Can of Worms.
Tariffs: President Trump’s Greenland Can of Worms. Investment Conclusion President Trump has opened a can of tariff worms about Greenland. There are a lot of moving parts here, some of them very disruptive. But here are the key issues: The Current EU – US Tr…
Japan- Takaichi’s High Stakes Gamble
Japan- Takaichi’s High Stakes Gamble Investment Strategy. Ms Takaichi informed the leadership of the LDP and Ishin no Kai on Jan 14 that she will dissolve parliament on January 23. The election will then take place in early February – 8 or 9 th . The outcome…
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Navigator. Investment Conclusion Maverick policies by the US will increasingly strain market optimism. The Wealth Preservation Portfolio (at the back) is 50% invested in safe haven assets. It is negative on US$, US long term Treasuries and US equites. It is ne…
NDTV Market Open: When will Macro Matter to Markets?
In 2025 Geopoltical Crises and Macro Economic Uncertainty did not matter to equity markets, this year ir will, This interview tells you why…….in very brief format