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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

UK

23rd October, 2020 » UK September Retail Sales

UK September retail sales boomed again, with the headline print rising a further +1.5% m/m (Consensus Est +0.4%) taking y/y growth to +4.7%, the highest since April 2019.  Core retail sales (Ex-fuel) performed even more strongly, jumping +1.6% (mkt +0.5%) on the month and 6.4% yoy.

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Technicals

21st October, 2020 » IS Weekly Technicals – 21st October

Chart pack and analysis attached.

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Global

20th October, 2020 » Mobility Data – Diverging fortunes: East vs. West

The resurgence of Coronavirus in the developed economies, specifically Europe and to a lesser extent (so far) the US is leading to a clear divergence in economic activity  According to the latest global mobility and economic activity data (running through to 16 October), DMs continue to show a deceleration in activity.

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