Independent Strategy

In the Media

Our Latest Media Comment

In the Media
Latest|Boris Johnson’s Brexit proposal is ‘unlikely to work’-CNBC

In the Media|Archive
Viewing 1 - 20 of 20

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

MACRO MATTERS

Technicals

22nd October, 2019 » IS Weekly Technicals – 22nd October

Chart pack and analysis attached.

Read More...

China

18th October, 2019 » China September Activity Data & Q3 GDP

While China’s 3Q GDP number was a little lower than expectations at 6.0% y/y the monthly production and activity series for September all improved.  Retail sales growth picked up to 7.8% y/y from 7.5% while industrial activity rebounded to 5.8% y/y from 4.4% in August.  Investment was perhaps the one area of disappointment, growth slowing to 5.4% y/y despite a further modest pick up on the State Owned side.

Read More...

US

17th October, 2019 » US Sep Industrial Production

US industrial activity disappointed again in September, with output down -0.4% m/m.  Although there was some better news in August, with production from then revised upward a little bit, the underlying trend remains weak.  Manufacturing is still the focal point with the declines we’ve seen in non-durables spreading to durables this month.

Read More...

READ ALL POSTS