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Japan - wosening news on execution of US trade deal
US - Japan Trade Deal - wosening news on execution, Tokyo believed it had negotiated a promise that Japan and the EU would get the same 15% maximum tariff on virtually all items in Trump’s country-wide “reciprocal tariffs.” Tariffs below 15% would be raised to 15%. Tarif…
Peter Lewis Money Talk: Peter, Gary Ng & I discuss the US Vs Chinese Economies.
Peter Lewis Money Talk: What is the state of the US economy compared to China’s? Peter Lewis, Gary Ng and Little old me debate, discover and contrast!
Odd Bins 08.04.2025 - Some significant shifts in portfolio positions
Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e…
Odd Bins - some portfolio chnages of consequence!
Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re…
RTHK: The Close - Business & market Discussion with Carolyn Wright, David Roche and Richard Harris
So we know that when President Trump does not like reality he dismisses it and those who make him aware of it. Given the President's doubtful grip on reality we ask the question: How well is the the US economy actually doing? We get behind the volatility of people and data a…
Peter Lewis Money Talk with David Roche & Alex McMIllan: "What are the market risks as that of a global trade war recedes?"
David Roche, Peter Lewis and Alex McMIllan discuss what happens to risk as the danger of a full blown trade war recedes but other risks increase…..and why the Fed will only cut once before the end of the year.
RTHK :The Close: Carolyn Wright, Richard Harris, David Roche: - How has the the EU- US Trade Deal Changed Market Risk.
RTHK :The close Business & Market Discussion with Carolyn Wright, David Roche and Richard Harris. How has the the EU- US Trade Deal Changed Market Risk.
Monday Oddbins
Monday Oddbins Investment Conclusion Two things stand out from the data. The first is just how bad the EU-US trade agreement is. The second is the significant weakening of Port of Los Angeles three- week forward-looking anticipated container inflow.
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet
EU-US Tariff Deal: Ursula Sings from the President’s Hymn sheet Investment Conclusion: Equity Markets will like the deal. It removes trade war uncertainty. But more for equities than any other asset class, the uncertainty about the hit to profits and discount factors…
CNBC Squawk Box Europe - What US - Japan Deal Means for the EU & Why is Stablecoin a nuclear threat
CNBC Squawk Box Europe - What US - Japan Deal Means for the EU Why is Stablecoin a nuclear threat to traditional banking systems & Economic Sovereignty in EU and Emerging Markets Video embedded below