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Russia escalates.

Update ·David Roche ·10 Sep 2025

War Escalation in Europe. The multiple Russian drones intrusion into Polish airspace and the kinetic military action to shoot them down is serious escalation. This is coming on top of increasing tension in the Baltic and subversion on land in Sweden and the Baltic states as w…

News
News

France Sebastian Lecornu for Prime Minister - pas de serieux!

Update ·David Roche ·09 Sep 2025

France Sebastian Lecornu for Prime Minister - pas de serieux! Lecornu’s appointment will not fix France or alter the perception of Macron as flailing about as Paris burns. Lecornu is a traditional right wing (ex Republicain/UMP), solid, stolid politici…

Report
Report

Odd bins

Strategy Report ·David Roche ·08 Sep 2025

Odd bins Investment Conclusion Two portfolio adjustments have been made: one anticipating the fall of the Bayrou government in France on Sept 8 and the other following the downfall of Prime Minister Ishiba in Japan. One is to add back short 10yrs JGB positions…

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Report

Japan: Ishiba – Una Muerte Bien Prevista

QS Team ·07 Sep 2025

Japan: Ishiba – Una Muerte Bien Prevista. Investment Conclusion. The fall of Japan’s Prime Minister Ishiba and the election of his successor are unlikely to excite markets. This is because: The focus of the new leadership will have to be establishing unity…

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Report

Paris Brule (un peu)

Strategy Report ·David Roche ·07 Sep 2025

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 …

Media

NDTV - Profit: David Roche:Trump’s farewell to India!

Video ·David Roche ·06 Sep 2025

NDTV - Profit: David Roche: what Trump’s farewell to India really means - not just the baby throwing toys outbof the pram! But that too !

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Report

President Trump’s Post Supreme Court Ruling - Tariff Options.

Strategy Report ·David Roche ·05 Sep 2025

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…

Media

ET Now - The Shanghai Cooperation Conference - What it means for India and Global World Order

Television ·David Roche ·02 Sep 2025

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…

Media
Podcast

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.

Podcast ·David Roche ·02 Sep 2025

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 whate…

Media
Podcast

RTHK The Close with Carolyn Wright, Richard Harris & David Roche: the big debate: what happens if Trump’s tariffs are ruled unlawful? .

Podcast ·David Roche ·01 Sep 2025

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 engen…

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