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What the Fed Said
What the Fed Said Investment Conclusion More rate cuts to come; two this year and more next year. The Fed reaction function has shifted to labour markets and away from inflation. The Fed’s dot plots show that FOMC expectations are for a blip in short term …
David Roche Quantum Strategy on ET NOW live: What’s afoot in US-Indian thaw and trade negotiation feelers?
David Roche Quantum Strategy on ET NOW live: What’s afoot in US-Indian thaw and trade negotiation feelers?
Can Russia Sustain a 2nd Europe Front?
Can Russia Sustain a 2nd Europe Front? Introduction The report “Russia – This is not Roulette (Sept 9)” got lots of follow up questions. The trust of the ensuing discussion is about the economic sustainability of war for the Kremlin. This is what I write about below.…
RTHK The Close with Carolyn Wright & Richard Harris
RTHK The Close with Carolyn Wright & Richard Harris: Tariffs update - key issues; Trump’s attempt to blackmail EU to hide his own failings and what’s critical about BoJ & Fed meetings this week.
Russia – This is not Roulette
Russia – This is not Roulette. Investment Conclusion; This is not Russian Roulette. Every chamber in the gun is loaded. It is pointing right at the heart of Europe. The new “sheriff in town” is walking to other way down the dusty track away from the European village.…
The ECB did say something
The ECB did say something! There are 3 important things that the ECB's Mme Lagarde said at the Governing Council presser. Here they are: Inflation undershoot will not result in rate cuts. Even though an undershoot of the inflation target is built into the ECB…
NDTV The Big Question: David Roche - Are US-Indian Relations Back On Track?
This is a three way 30 min debate on where in the poltical spectrum US - India relations will settle. And it is certainly not where they began before Trump attacked. India.