In the Media : Independent Strategy

Latest|Globalisation has peaked, and it started before Trump-CNBC

In the Media|Archive

Viewing 1 - 18 of 18

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

17th July, 2019 » MacroSingapore June Trade

While there was a bit of a base effect going on the underlying export story in Singapore remained very weak in June. Indeed, in some sectors – electronics – we’re looking at weakness not seen since the financial crisis, even if this sector is fundamentally a shrinking one as manufacturers continue to relocate offshore.

16th July, 2019 » TechnicalsIS Weekly Technicals – 16th July

Chart pack and analysis attached.

16th July, 2019 » MacroUK June Labour Market & Wages

Another positive surprise on the wages front with a strong pick up in the headline data. The rebound in weekly wage growth was partly due to a more favourable hours worked comparison though. Hourly wage growth has been steadier. Alongside steady inflation means real income growth has improved, continuing the recovery we’ve seen in recent months.

READ ALL POSTS