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☆ Bear market is probably coming in 2025, veteran investor David Roche says
▼ + stars: | 2024-08-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBear market is probably coming in 2025, veteran investor David Roche saysDavid Roche, strategist at Quantum Strategy, discusses the two factors that will cause it.

Persons: David Roche Organizations: Quantum

☆ The yen carry trade will still be 'highly profitable' in 2 years' time, David Roche says
▼ + stars: | 2024-08-12 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe yen carry trade will still be 'highly profitable' in 2 years' time, David Roche saysDavid Roche, strategist at Quantum Strategy, discusses the yen carry trade and global markets.

Persons: David Roche Organizations: Quantum

☆ Bear market is coming in 2025, warns David Roche, but the Fed will step in before it turns 'draconian'
▼ + stars: | 2024-08-12 | by ( Dylan Butts | ) www.cnbc.com time to read: +1 min

Veteran investor David Roche expects a bear market in 2025 caused by smaller-than-expected rate cuts, a slowing U.S. economy and an artificial intelligence bubble. "I think [a bear market] is probably coming, but probably in 2025. Roche expects the Fed to resist reducing rates to the market's desired 3.50%. "The second thing is that profits [won't] fulfill expectations, because the economy is going to be slowing," Roche warned. The third factor Roche expects will lead to a bear market is the AI sector.

Persons: David Roche, CNBC's, Roche Organizations: Quantum Strategy, U.S, Presidential

☆ David Roche says he doesn't believe Kamala Harris can beat Donald Trump
▼ + stars: | 2024-07-23 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDavid Roche says he doesn't believe Kamala Harris can beat Donald TrumpDavid Roche, president and global strategist at Quantum Strategy, explains why he doesn't think Kamala Harris, can beat Republican nominee Donald Trump, if she receives the Democratic presidential nomination.

Persons: David Roche, Kamala Harris, Donald Trump David Roche, Donald Trump Organizations: Quantum, Republican, Democratic

☆ Markets could unwind the 'Trump trade' after Biden drops out of presidential race
▼ + stars: | 2024-07-22 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +2 min

Anadolu | Anadolu | Getty ImagesThe "Trump trade" could unwind after President Joe Biden withdrew from the 2024 presidential election, throwing his weight behind Vice President Kamala Harris. The Trump trade refers to plays on stocks that are expected to benefit if the former president returns to the White House. CNBC previously reported that Wall Street sees a Trump win as good for stocks as the Republican candidate has called for lower taxes and deregulation. The strategist predicted the U.S. dollar would soften as some of the "Trump trade" unwinds, adding that he believes the prospect of a Democratic victory has marginally increased. Roche said, however, that a Harris nomination increases the chance of a Trump win, but lowers the odds of the Republicans winning both houses of Congress.

Persons: Joe Biden, Biden, Kamala Harris, Trump, Donald Trump, Trump's, Michael Brown, Pepperstone, Brown, David Roche, Harris, Biden Harris, Roche Organizations: U.S, Anadolu, Getty, Republican, House, CNBC, Trump, White, Democratic, Federal Reserve, Quantum, Democratic Party, Biden, Republicans Locations: Ankara, Turkiye, Asia, Australia, U.S

☆ Implications of a Trump presidency
▼ + stars: | 2024-07-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailImplications of a Trump presidencyDavid Roche, strategist at Quantum Strategy, discusses the implications of a Donald Trump presidency following the attempted assassination of the former president.

Persons: Trump, David Roche, Donald Trump Organizations: Quantum

☆ Asia markets climb as investors assess assassination attempt on Trump, await China Third Plenum
▼ + stars: | 2024-07-15 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +1 min

Asia-Pacific markets climbed on Monday as investors awaited China's Third Plenum and also assessed an assassination attempt on former U.S. President Donald Trump at a rally over the weekend. David Roche, president of Quantum Strategy, said in a note on Sunday that Trump would win the presidency, with an increased probability of a Republican clean sweep of both the House of Representatives and the Senate. Key China economic data will be released on Monday, including the country's second quarter GDP numbers. China's economy is expected to expand 5.1% year on year, according to a Reuters poll of economists, compared to 5.3% in the first quarter. Japan's markets are closed for a public holiday.

Persons: Donald Trump, David Roche Organizations: Quantum, Trump, Republican Locations: Asia, Pacific, China

☆ CNBC Daily Open: Biden urges unity
▼ + stars: | 2024-07-15 | by ( Abid Ali | ) www.cnbc.com time to read: +4 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Trump assassination attemptPresident Joe Biden addressed the nation from the White House, where he condemned all political violence and called for unity. [PRO] Gearing up for electionsWith the U.S. presidential election approaching and stock markets at all-time highs, professional investors are emphasizing portfolio diversification to mitigate risks. Despite a brief downturn due to a rotation out of mega-cap growth stocks, the markets rebounded, setting new records.

Persons: Trump, Joe Biden, Biden, Donald Trump, Thomas Matthew Crooks, CNBC's Evelyn Cheng, Russell, CNBC's Michael Santoli, Wiz, David Roche, Hong, Australia's, Korea's Kospi Organizations: CNBC, White, FBI, NBC, Dow, Dow Jones, Depot, Caterpillar, Big Tech, Nasdaq, Wiz, Wall Street Journal, Sequoia Capital, Insight Partners, Quantum, Trump, Republican, Senate, CSI, U.S Locations: Pennsylvania, Bethel Park , Pennsylvania, China, Israeli, Hong Kong Asia, Pacific

☆ 'Blowout' in French borrowing costs still to come amid economic deadlock, veteran investor says
▼ + stars: | 2024-07-10 | by ( Jenni Reid | ) www.cnbc.com time to read: +3 min

watch nowFrench borrowing costs still face a "blowout" over those of Germany, as political and economic reality sets in following the country's parliamentary election, according to veteran investor David Roche. Bond yields move inversely to prices and represent the change in borrowing costs for a government — also indicating long-term investor confidence in the economy. Now, my view is that it will happen," Roche told CNBC's "Squawk Box Europe" on Tuesday. watch nowAlong with economic growth prospects, a key watch-point for investors is France's hefty budget deficit and high debt-to-GDP ratio of 110%. There are about seven major pillars, they suddenly will go absolutely nowhere, which is disastrous for Europe," Roche told CNBC.

Persons: David Roche, Jean, Claude Trichet, —, Emmanuel Macron, Roche, CNBC's, shorting, Macron, " Roche Organizations: European Central Bank, CNBC, Quantum, French National Assembly, European Commission, National Locations: Germany, France, Europe, Italy, Ukraine

☆ In France, political paralysis is economic paralysis, David Roche says
▼ + stars: | 2024-07-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIn France, political paralysis is economic paralysis, David Roche saysDavid Roche, strategist at Quantum Strategy, discusses the economic implications of the latest political developments in France.

Persons: David Roche Organizations: Quantum Locations: France

☆ Keir Starmer does not have the tools or vision to turn the UK economy around: David Roche
▼ + stars: | 2024-07-05 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKeir Starmer does not have the tools or vision to turn the UK economy around: David RocheDavid Roche of Quantum Strategy says he expects the markets to respond positively to a victory for the Labour Party's Keir Starmer, but this does not change the declining trajectory of the UK economy.

Persons: Keir Starmer, David Roche David Roche, Labour Party's Keir Starmer Organizations: Quantum, Labour

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