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Paris Brule (un peu)
France: Sovereign Debt and the Political Crisis. The Bayrou government will fall on September 8. Macron will try and avoid new legislative elections at all costs. And of course there’s no way he’ll resign as President. He will look for a centre-left PM. He hopes such a PM can …
NDTV - Profit: David Roche:Trump’s farewell to India!
NDTV - Profit: David Roche: what Trump’s farewell to India really means - not just the baby throwing toys outbof the pram! But that too !
President Trump’s Post Supreme Court Ruling - Tariff Options.
President Trump’s Post Supreme Court Ruling - Tariff Options. Investment Conclusion The Supreme Court (SC) ruling on the Administration’s use of emergency powers to impose tariffs will be binary. If it goes in favour of the Administration expect an upsurge i…
ET Now - The Shanghai Cooperation Conference - What it means for India and Global World Order
The precipitous decline in US power is creating a power vacuum that is being filled by the the narrative of the major powers in the SCO, the BRICS and the Global South coming together to create new social order. To do that those countries must deepen economic integration and se…
PETER LEWIS' MONEY TALK - Tuesday 2 September 2025 ● Xi calls on SCO members to challenge the US led world order with Mark Michelson, David Roche,, Barry Wood.
Peter Lewis, Barry Wood & Mark Nicholson discuss Can the SCO back the narrative of an alternative world order with political and economic integration. Why the US lower court judgements against Trump’s use of emergency powers to impose tariffs promises volatility whatever …
RTHK The Close with Carolyn Wright, Richard Harris & David Roche: the big debate: what happens if Trump’s tariffs are ruled unlawful? .
RTHK The Close with Carolyn Wright, Richard Harris & David Roche: the debate of what happens if Trump’s tariffs are ruled unlawful by the Supreme Court and what is in store if the Supreme Court approves them. We get into the volatility that either outcome will engender …
Odd bins: The Portfolio to match the Autumn Strategy Video …. & Shipping
Odd bins: The Portfolio to match the Autumn Strategy Video …. & Shipping Investment Conclusion The Autumn Strategy Video looks at upside and downside risks for financial markets. The upside risks from lower Fed rates are more than offset by the threats to Fed i…
Quantum Strategy: The Autumn Strategy Video: What to expect in Fall
Quantum Strategy: The Autumn Strategy Video: What to expect this fall. Rather than send you a report taking stock of two way risks, here is a short video that does the job! This Autumn is unlikely to be "The season of mists and mellow fruitfulness". There…
US Tariffs: Judicial Disruption of Economic Disruption = > Disruption!
US Tariffs: Judicial Disruption of Economic Disruption = > Disruption! Investment Conclusion If the US Supreme Court backs the rulings of the two lower courts that the President’s use of the IEEPA to impose tariffs is mainly illegal, there will be a mess markets canno…
The Iran Snapback - A Risk Asset Risk?
The Iran Snapback - A Risk Asset Risk? Investment Conclusion On August 28, 2025, the European signatories of the UN Joint Comprehensive Plan of Action (JCPOA) activated a Snapback clause in the JCPOA that will reimpose sanctions on Iran after 30 days. This is on foot…