The Fed’s new monetary policy framework looks aggressive in some ways. It allows the FOMC to pursue average inflation targeting…
Posts by Independent Strategy
It is hard to say much about the upcoming US elections. Biden is so bland as to be much like…
The primary focus of the ECB remains on fostering a sustainable recovery. The current policy stance fits with that. And…
We have avoided taking a position in sterling throughout the Brexit negotiations; the odds were too binary. But the government’s…
China pumps money into corporations which helps the PMI survey, but the PMI gauge doesn’t reflect rising wealth inequality
Network: RTHK Radio 3 Money Talk
And so the deckchairs are folded in the garden shed, the beach towels ranged and fragrant in the hotpress and…
Our currency convictions are 1) short USD/long EUR; 2) short BRL, TRY, BRL, INR, IDR) v long EUR; plus 3)…
China to be the ultimate loser in US-China Cold War
Network: CNBC
The Money Maze podcast clip ‘The Illusions of China’s power’
Full podcast available at https://moneymazepodcast.com/podcast/david-roche-thoughts-from-hong-kong
Network: The Money Maze Podcast
Network: The Money Maze Podcast
The Money Maze podcast clip ‘Getting inside the Chinese mind set’
Full podcast available at https://moneymazepodcast.com/podcast/david-roche-thoughts-from-hong-kong
Network: The Money Maze Podcast
Network: The Money Maze Podcast
Independent Strategy’s President and Global Strategist David Roche is a guest on The Money Maze – a new podcast series that features conversations with some of the world’s top financial minds.
Network: The Money Maze Podcast
If you think of places as planets, Hong Kong is a very small planet indeed and China a big one…
The TikTok saga is another step towards a US-China cold war and expect finance to be targeted next
Network: RTHK Radio 3 Money Talk
We do have a V-shaped recovery. But there are two big “ifs”. What happens when the state bailouts end? And…
Capital flight continues from China. This isn’t new and it’s really not a problem, despite the perception that this is…
The long-awaited approval of the European Union Recovery Fund marks another seminal step towards closer European integration. Like all of…
Turkey’s easy monetary policy stance and domestic credit boom is starting to feed back into higher inflation. But with the…
We do not think that China can win the Cold War with the United States. Last month we published a…
China and the US are now in a Cold War but US sanctions to remain targeted at individuals rather than financial institutions
Network: RTHK Radio 3 Money Talk
This report looks at where and how the economic recovery from Covid could be sustainable. Countries that will do better…
