Who is worse (or better!) for the Economy & Markets - Trump or Harris Read More

David Roche appears on Peter Lewis' Money Talk Podcast and discusses the impact of the latest news from the USA and China. Read More

The Plenum: Much ado about nothing Well, the third Plenum went according to script. Nothing, nothing and then nothing.  Report follows. Read More

It is confirmed that Joe Biden has withdrawn his candidacy for the Presidency.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. Read More

David Roche appears on CNBC's Squawk Box Asia and discusses recent events in the US Presidential Election Read More

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.... Read More

David Roche appears on CNBC and discusses the economic implications of the latest political developments in France. Read More

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... Read More

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... Read More

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... Read More