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The Mini Podcast About Macro Matters
David Roche- Quantum Strategy- The Micro Podcast about Macro Matters: * The extremes of the 100 Trump policies: the Plus: Mini nuclear power stations at the level of individual or groups of data centres. And the Minus: Tariffs as promised ultimately cause the Fed to revers…
RTHK The Close
What is the biggest "plus" and the achilles heel of Trump's 100 policies blitz.
The Countdown Days of Trump II
What does the Gaza ceasefire accord mean? The answer is a lot. It defines the Trump II administration’s foreign policy – peace through strength with decisive personalised interventions. It makes it clear that there’ll be no immediate Israeli attack on Iran sanctioned by the US. …
Peter Lewis Money Talk
Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum…
The Mini-Podcast on Macro
David Roche- Quantum Strategy- The Mini Podcast on Macro Matters: US jobs blow out- what it tells us about the Fed going forward. China exports - tell us shipping ahead of Tariffs will create a growth vacuum later. US sanctions on Russian energy - why and how th…
RTHK The Close with Carolyn Wright & David Roche
RTHK The Close with my dear friend Carolyn Wright discussing: * The US Jobs blowout. What does it mean for the US Fed and longer term rates, And then there is the Michigan survey with sharply rising inflation expectations. * China exports booming ahead of tariffs but wha…
US Sanctions - Russian Oil Tanks
Russia Sanctions & Oil. New US Sanctions are e nough to keep Brent between US$ 80-90 bbl and to heft shipping rates for legitimate tanker fleets. A Trump embargo on Iranian oil shipments could add to pricing pressure., Russia accounts for about 13% of global crude…
FOMC - the future confusion.
FOMC - the future confusion. Some FOMC members included estimates of President Trump's mooted Tariff and Immigration policies in their "dot" estimates. One did not. And some didn't say. Some argued that such policies could damage the inflation outlook. Some obviously did no…
RTHK - The Close
RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down.