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Asymmetry QT vs QE
QT is shrinking of central bank balance sheets. The balance sheets of the developed countries’ central banks have shrunk nearly 17% from their 2022 peak. But this is not reducing liquidity in any way that matters to financial markets. There are two reasons for this explored here.…
CNBC: French Political & Economic Paralysis
David Roche appears on CNBC and discusses the economic implications of the latest political developments in France.
CNBC: Can Keir Starmer turn the UK economy around?
David Roche appears on CNBC's Street Signs Asia Keir Starmer does not have the tools or vision to turn the UK economy around: David Roche David Roche of Quantum Strategy says he expects the markets to respond positively to a victory for the Labour Party’s Keir Starmer, but this d…
France 2eme Tour
France 2eme Tour. Expected: Le Pen/RN does not get (nor should she want) a majority under a Macron Presidency. . Such a “cohabitation “ would taint her. She would cement her position to be France’s next President better by being “kept out of power “ by a weak 5-way Macron led coa…
France Takes Another Step Toward Ungovernability
Based in the exit polls for the first round with a massive 65% turnout Le Pens Rally National (hard right) won 34% of the votes; le Front Populaire (the hard left) won 28% and Macron’s Renaissance 20%. the Republicans got 10.2%. This show Rally National very close to getting an a…
Peter Lewis' Money Talk 25/06/24
David Roche joins Peter Lewis. The Peter Lewis' Money Talks podcasts discusses business, finance, economic, trade and political issues as the Asian financial markets open with a particular focus on the Asia-Pacific region and emerging markets.
Quantum Strategy: What it Does & Why it matters to you
Quantum Strategy's value is in mapping the future without assuming time past sets time future. Quantum Strategy is not abstract or academic. We provide hands-on strategies for portfolio's, defence agencies and supply chains among other.
Le Dounut Francais
The stability at the top of the EU institutions created by the EU Parliamentary election will be undone by the black hole of the French national election, which will empower the extremists, as well as by German political paralysis. As a result, the Seven Major PIllars of EU refor…
IS Le Dounut Francais (1)
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CNBC: US Interest Rates
David Roche joins Squawk Box and weighs in on the outlook for U.S. interest rates, saying he is “optimistic” that cuts are coming.