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The BoJ, The Yen and Global Liquidity
Yen Strength - will Japan suck global liquidity dry?
Ukraine- Kursk Offensive
Kursk offensive has potential to be a turning point in this war if Ukraine achieves strategic objectives. If so market effects would be significant.
Troubles Weekend
Recession is the new cloud in the blue sky over markets. The markets now know the colour of fear. Recession is not for now. But fear is. Here's why!
Autumn Sonata
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Autumn Sonata
Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear.
CNBC Europe. US Presidential - Trump Vs Harris- the economic and market consequences
Who is worse (or better!) for the Economy & Markets - Trump or Harris
Peter Lewis' Money Talk
David Roche appears on Peter Lewis' Money Talk Podcast and discusses the impact of the latest news from the USA and China.
China - the Plenum
The Plenum: Much ado about nothing Well, the third Plenum went according to script. Nothing, nothing and then nothing. Report follows.
Joe Biden Withdraws
It is confirmed that Joe Biden has withdrawn his candidacy for the Presidency. He endorses Kamala Harris as his successor. This choice is likely to be endorsed by the Democratic Party. Report follows.
CNBC Squawk Box (Asia): US Presidential Election
David Roche appears on CNBC's Squawk Box Asia and discusses recent events in the US Presidential Election