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Investment Conclusion For 15 years macro events mattered less to economies and to you. The forecasting of macro events got better. But the outcomes were less telling economically & financially. There is now evidence this is reversing. Here’s why! Some very potent events with big …
David Roche on EO TV (Yen, Gulf, Shipping, Inflation)
David Roche joined EO TV to tackle the questions everyone's asking: → Yen carry trade: what makes currency intervention work, and what makes it fail? → Oil markets are tightening. What's driving it, and why does it set the hurdle rate for any Gulf deal? Watch the full conversatio…
Catch David Roche on Peter Lewis' MONEY TALK - Friday August 7, 2026
MONEY TALK! Peter Lewis, Francis Lun and David Roche get down to the gritty about: US Vs China AI and why China is place to invest; why the Straits of Hormuz deal won’t restore normalcy to energy markets; and what are the implications of the weaponisation of foreign exchange by t…
US "Exceptionalism" and the USD - the drivers.
How US "Exceptionalism", and the bull market in the US$ and US equities are linked. Since just before the invasion of Ukraine in 2022, foreigners' holdings of US financial assets has risen from US$ 20 trn. to US$ 30 trn. Of this increase 10% was down to increased holding by …
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.
Central Bank 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.
The Economics Of The Grayzone
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.
The Gray Zone - Mapping Events
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.
Central Banks And Goldilocks
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.