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RTHK - The Close with Carolyn Wright & Xiaolin Chen
RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose.
The Micro Podcast on Macro that matters to markets
David Roche: Quantum Strategy - The Micro Podcast for Macro that matters to Markets: Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. Th…
Portfolio Implications of Trump II
The Second Trump Administration stands up-front and central to any market forecast this year. It is not an add-on to any existing macro picture or cycle. It is hard not to predict the future without looking through a mirror that reflects everything you like or hate about the Ma…
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.
Things I Believe - Without Proof
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.
Macro Trilogy
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 Wormhole Picture Of
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.
Dark Clouds
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.
Hamas And Israel - Market Perimeters
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 US Budget Deal - Why It Doesnt Matter And Then Does - An International Perspective
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.