In the Media

Latest|China – What the big bank does not say

David Roche discusses how China is dealing with the rising threat from private data and the power this generates.

In the Media|Archive

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The trade deal between the US and China is a minor affair and will not reduce tensions between the two countries-David Roche-RTHK Radio 3 Money Talk-18/12/19

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

HK CE Carrie Lam’s new measures for housing and land supply are correct in theory, but there is no focus on the delivery and timetable-David Roche-RTHK Radio 3 Money Talk-17/10/19

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

There will be a global recession, and in the markets the first casualty will be equities-David Roche-RTHK Radio 3 Money Talk-25/09/19

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

The trade dispute and the civil unrest are connected, as questions would be raised about the US-HK Policy Act of 1992 if the mainland used repression in the SAR-David Roche-RTHK Radio 3 Money Talk-02/09/19

The manufacturing sector is very weak globally, and the world economy is giving a worrying picture for the stock markets-David Roche-RTHK Radio 3 Money Talk-05/08/19

There is no justification for a rate cut in the US as the recent data has been booming-David Roche-RTHK Radio 3 Money Talk-15/07/19

The HK extradition bill will affect the local economy and investor confidence-David Roche-RTHK Radio 3 Money Talk-11/06/19

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

With the high deficits in the US, fiscal spending in the middle of the year will start to wane-David Roche-RTHK Radio 3 Money Talk-29/04/19

The US and China may not reach a trade deal, since President Trump has his own political interests in mind-David Roche-RTHK Radio 3 Money Talk-18/03/19

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

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29th July, 2021 » MacroMacro Data – US Prelim Q2 GDP

The headline Q2 GDP number looks like quite a big miss as +6.5% q/q ann. versus the +8.5% mkt median. And Q1 was revised down a touch too. But the underlying picture still looks pretty robust in reality. In fact, the bulk of the miss could be attributed to the ongoing disruptions that Covid continues to generate, specifically in terms of the further sharp decline we saw in inventories, which knocked 1.1% pts from that 6.5% rate. Government spending was also notably weak (its contribution knocking a further -0.3% pts off the headline), particularly government investment.

28th July, 2021 » MacroFast Track Data — Vaccination rates determining Delta hit

Amid the ongoing spread of the Delta variant the Google activity data through to 24^th July is showing a fairly clear picture as to where the damage is being done. And its perhaps not much of a surprise to see that the places where vaccine rollout has been most efficient are faring rather better than in the countries where efforts have been rather more pedestrian.