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Peter Lewis, Money Talk:
Peter Lewis: Money Talk.with David Roche. What is the significance to markets of Trump’s week of Pronouncements on tariffs. Here we discuss the economic significance of tariffs and for how long markets can ignore them.
RTHK: The Close - Business and Market Discussion with Carolyn Wright, David Roche and Richard Harris
RTHK The Close: Carolyn Wyat, Richard Harris, and David Roche talk about what China data is telling us about the effect of tariffs. Then we explain why markets will ignore the latest Trump pronouncements for a short whike but not forever,
Parsing FOMC Minutes and Tariff Announcements
Parsing FOMC Minutes and Tariff Announcements I parsed the FOMC minutes. I think the Fed will hang tough. Seems only Bowman & Waller want to cut. All the others more worried about inflation than the labour market. I expect inflation to rise sharply & durably in…
Things of note
Things of Note: Shipping The shipping data is interesting. US container imports for May were down 7% through all ports. US shipping exports (including non container traffic) were similarly weak. The Port of LA data continues to show a bid drop in container imports 3 wee…
Things of Note
Things of Note: I nvestment Conclusion The shipping data points to weakening US import demand and GDP. China appears to be replacing lost exports to the US with those to other Asian countries. Trump’s tariff letters are likely to be taken as more Guff to be followed by T…
Interregnum
Interregnum Investment Conclusion This is a short-term interregnum of peace and happiness which will not last long. On May 23 the portfolio sold 10% of safe haven assets (oil & gold) and bought European equities and the Euro. It is probable that President Tru…
RTHK The Close: Richard Harris, Carolyn Wright & David Roche : will July be Trump Taco or Armageddon time.
RTHK The Close: Richard Harris, Carolyn Wright & David Roche : will july be Trump Taco or Armageddon time
Port of Los Angeles Inward Bound Container Data
The Port of Los Angeles Inward Bound Container Data continue to show 137k and 115k TEU arrivals per week in eacjh of the next two weeks and a big drop thereafter. Much of that drop may be ironed out as we get closer to the the week (29) of July 13 to 19. That's what happened t…
President Trump – Love Him or Hate Him – Don’t Underestimate Him !
President Trump – Love Him or Hate Him – Don’t Underestimate Him! Investment Conclusion: When a big ship goes full circle in a stormy sea, it creates what is known as a 'Duck Pool' of calm water (once use to land naval sea planes). That lasts a while before the big…
RTHK the Close: Business and Market Discussion With Jeff Chung , Dr. Richard Harris and David Roche
On Monday this program discusses why the hump in maximum Middle Est Risk is over and what lies ahead.