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Latest|Possible US sanctions will not have a major impact on Hong Kong’s economy but uncertainties surrounding the national security law could curtail the city’s attractiveness-RTHK Radio 3 Money Talk
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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

US

1st July, 2020 » US June ADP, Challenger Job Cuts

The recovery of the US labour market continues.  ADP reported 2.369mn jobs were added in June.  This was accompanied by a sharp upward revision to May’s report (initially reported as a loss of -2.760mn job and now revised to a gain of +3.065mn.  That might bring it closer to the May non-farm payrolls report (+2.509mn) but is nonetheless a rather astounding revision, which perhaps encapsulates the problem of accurately measuring the Covid shock.

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Technicals

30th June, 2020 » IS Weekly Technicals – 30th June

Chart pack and analysis attached.

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Technicals

23rd June, 2020 » IS Weekly Technicals – 23rd June

Chart pack and analysis attached.

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