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Latest|Investment Views – CNBC-Class-CNBC-Class

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Investment Views – CNBC-Class-David Roche-CNBC-Class-14/11/19

Boris Johnson’s Brexit proposal is ‘unlikely to work’-David Roche-CNBC-03/10/19

China will win the trade war-David Roche-CNBC-09/09/19

Globalisation has peaked, and it started before Trump-David Roche-CNBC-30/04/19

Technology is going through a ‘decanonization’-David Roche-CNBC-29/01/19

David Roche talks about Death of Democracy-David Roche talks to Noreen Mir at RTHK Radio 3 about his new book - Death of Democracy-David Roche-RTHK Radio 3-28/11/18

The trade war is a ‘multiyear trend’-David Roche-CNBC-19/11/18

China’s economy will succeed or fail on tech drive-David Roche-CNBC-09/11/18

The sharp fall in equities was a ‘trailer’ to the main show-David Roche-CNBC-07/02/18

We’re all tired of experts-David Roche-CNBC-22/07/17

Italy the key domino in Europe-David Roche-CNBC-02/01/17

What will it take to fix Italy’s banks-David Roche-CNBC Europe-02/08/16

US could see 3% growth in H2-David Roche-CNBC Asia-31/05/16

What are the risks weighing on the markets-David Roche-Bloomberg Television-27/05/16

Fed’s Yellen will run out of excuses-David Roche-CNBC Asia-03/05/16

The long and the short challenges facing oil markets-David Roche discusses the outlook for oil prices (Bloomberg, 26th April 2016)-David Roche-Bloomberg Television-26/04/16

Will Greece and Eurogroup ever agree-Bob McKee-CNBC-23/04/15

Roche Says China Growth May Fall to 4% on Bank Crisis-Jan. 9 (Bloomberg) -- David Roche, president of Independent Strategy and a former Morgan Stanley global strategist, talks about the outlook for the European debt crisis, and its impact on emerging stock and commodity markets. Roche speaks with Rishaad Salamat and Susan Li on Bloomberg Television's "Asia Edge."-David Roche-Bloomberg Television-09/01/12

Roche Says U.S. on Same Fiscal Trajectory as Greece-Sept. 19 (Bloomberg) -- David Roche, president of Independent Strategy and a former Morgan Stanley global strategist, talks about the outlook for U.S. and Greece debt problems and his investment strategy. Roche speaks with Rishaad Salamat on Bloomberg Television's "Asia Edge."-David Roche-Bloomberg Television-19/09/11

Roche: China Won’t Allow Yuan Appreciation-The Chinese authorities won't allow the yuan to appreciate over the next year or so, says David Roche, global strategist at Independent Strategy Ltd. He explains why to CNBC's Karen Tso & Sri Jegarajah.-David Roche-CNBC-10/11/09

David Roche on Asia’s coming crisis-David Roche-Thomas Crampton-30/10/08

MACRO MATTERS

25th February, 2020 » TechnicalsIS Weekly Technicals – 25th February

Chart pack and analysis attached.

25th February, 2020 » MacroCorporate earnings health check

In recent years equity markets have been driven more by central bank largesse than by corporate profit performance. With bond yields close to record lows — in both real and nominal terms — investors have charged into higher-yielding risk assets with gusto. Still it behoves us to keep an eye on the underlying earnings picture.

25th February, 2020 » Markets, MacroCOVID-19 — macro replacing the human risks

China looks to have the Coronavirus (COVID-19) under control. The rate of daily infections has been on a clear downward trend since the start of the month, suggesting the initial measures to quarantine areas were largely effective. As knowledge and understanding improves, it seems highly unlikely this is a temporary lull, even if economic disruptions surrounding the outbreak become more prolonged.

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In the Media

Our Latest Media Comment

Investment Views – CNBC-Class-David Roche-CNBC-Class-14/11/19

Boris Johnson’s Brexit proposal is ‘unlikely to work’-David Roche-CNBC-03/10/19

China will win the trade war-David Roche-CNBC-09/09/19

Globalisation has peaked, and it started before Trump-David Roche-CNBC-30/04/19

Technology is going through a ‘decanonization’-David Roche-CNBC-29/01/19

David Roche talks about Death of Democracy-David Roche talks to Noreen Mir at RTHK Radio 3 about his new book - Death of Democracy-David Roche-RTHK Radio 3-28/11/18

The trade war is a ‘multiyear trend’-David Roche-CNBC-19/11/18

China’s economy will succeed or fail on tech drive-David Roche-CNBC-09/11/18

The sharp fall in equities was a ‘trailer’ to the main show-David Roche-CNBC-07/02/18

We’re all tired of experts-David Roche-CNBC-22/07/17

Italy the key domino in Europe-David Roche-CNBC-02/01/17

What will it take to fix Italy’s banks-David Roche-CNBC Europe-02/08/16

US could see 3% growth in H2-David Roche-CNBC Asia-31/05/16

What are the risks weighing on the markets-David Roche-Bloomberg Television-27/05/16

Fed’s Yellen will run out of excuses-David Roche-CNBC Asia-03/05/16

The long and the short challenges facing oil markets-David Roche discusses the outlook for oil prices (Bloomberg, 26th April 2016)-David Roche-Bloomberg Television-26/04/16

Will Greece and Eurogroup ever agree-Bob McKee-CNBC-23/04/15

Roche: China Won’t Allow Yuan Appreciation-The Chinese authorities won't allow the yuan to appreciate over the next year or so, says David Roche, global strategist at Independent Strategy Ltd. He explains why to CNBC's Karen Tso & Sri Jegarajah.-David Roche-CNBC-10/11/09

David Roche on Asia’s coming crisis-David Roche-Thomas Crampton-30/10/08

MACRO MATTERS

25th February, 2020 » TechnicalsIS Weekly Technicals – 25th February

25th February, 2020 » MacroCorporate earnings health check

25th February, 2020 » Markets, MacroCOVID-19 — macro replacing the human risks

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