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RTHK - The Close
The US Presidential - swing to Trump in polls. Meaning of Trump or Harris victory for markets. China stimulus- will the consumer follow orders and shop? Moldova - the corrosive power of Moscow disinformation and corruption. Middle East- Israeli riposte - the delay means more - …
The Mini Podcast on Macro that Matters
The US Election swinging towards Trump? Market outcomes for Trump and Harris victory. Israel strikes back - how matters. China stimulus why the consumer is unlikely to join the party. Moldova - the poser of Russian disinformation.
CNBC with David Roche live at the Beijing Housing Ministry's Presser
Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand.
China - The Heart of the Blather
China- why the stimulus packages won't work and what it means. China remains uninvestable
RTHK The Close
RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now?
The Mini Podcast on Macro
The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If".
CNBC Squawk Box- Fed Jumbo cuts - the hidden damage
The Silliness of the Fed's JUMBO cut and the hidden damage. Watch on CNBC.
RTHK Global Issues with Carolyn Wright
Global Issues with Carolynn Wright on RTHK "The Close": US jobs, China Stimulus, the Middle East War and Ishiba's Japan!
Winter of Discontent
There will be a bear market in the next 12 months. The DNA of the bear market is writ large: the inevitable war on Iran’s nuclear weapons capabilities; Russia and Ukraine again becoming economically relevant to markets; unrequited market expectations for growt…
The Mini Podcast on Macro Matters
The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran.