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US Fed- Not Quite Plain Vanilla
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.
ECB Update
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.
CNBC: India Elections
CNBC Appearance David Roche, strategist at Quantum Strategy, discusses India’s election results on Street Signs Asia, and says there’s still ‘a hell of a lot’ of optimism in Indian assets.
South Africa The Beginning Of The End
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.
Taiwan - Operation Sword...And So To Bed 28.05.
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.
QT vs QE - The Nature of Asymmetry
QT is shrinking Central Bank balance sheets. But is not reducing liquidity in any way that matters to financial markets. There are two reasons for this explored here: “The Fire Brigade” syndrome, which makes QE & QT asymmetrical and has nothing to do with economics and a lot to d…
QT Vs QE - The Nature Of Asymmetry
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.
China Real Estate - No Bazooka
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.
CNBC Street Signs: David Roche discusses Iran's attack on Israel
David Roche: Israeli escalation against Iran is ‘baked in the cake’ David Roche, president and global strategist at Independent Strategy, discusses Iran’s drone and missile attack on Israel and says “you have all degrees of escalation that are possible, but escalation you will ge…
CNBC Squawk Box: David Roche Discusses Bank of Japan's Monetary Policy
Bank of Japan has ‘put a floor under the yen,’ but it is not on ‘firm footing,’ David Roche says David Roche, president and global strategist at Independent Strategy, discusses the Bank of Japan’s monetary policy and the Japanese yen.