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Sanctions Without China Mean Nothing”: David Roche’s Explosive Take On Trump’s Iran Strategy on ET Now
See David Roche on ET Now as he dismisses the latest Iran sanctions as toothless, arguing China's oil purchases make enforcement impossible without risking a direct conflict Washington won't pick. He warns the real threat to markets is Treasury "financial repression" in the bond …
David Roche on ET Now: Oil Nears $90 As West Asia Escalates: What Happens If Hormuz Stays Disrupted?
Iran fires. UAE freezes ties. Oil surges past $90 as 80% of tankers now reroute through the Oman corridor. Two experts, one flashpoint: David Rash says the world is racing toward a $125 oil shock — Sai Akif Zedi says Iran can take the pain, and it's the US that's bleeding. Who's …
NDTV Profit: Oil At $125? David Roche Warns Of A September Market Shock | Trump, Iran & Inflation
See David Roche on NDTV Profit as he warns investors are dangerously complacent — pricing in stable disinflation even as oil threatens to spike to $125 and Iran's regional posture tightens supply further. He says inflation can flare back up far faster than markets expect, and Sep…
Port of Los Angeles Inward Bound Container Data
The Port of Los Angeles Inward Bound Container Data continue to show 137k and 115k TEU arrivals per week in eacjh of the next two weeks and a big drop thereafter. Much of that drop may be ironed out as we get closer to the the week (29) of July 13 to 19. That's what happened t…
The 'Now' Of Supply Chain Disruption
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