Mexico: Closing the Easing Door
Banxico cut by 25bp to 7%, broadly in line with expectations, but signalled a de facto pause with a more data‑dependent approach to future...
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BOJ: Measured Steps Toward Normalisation
A hike to 0.75% was delivered as expected, reflecting confidence in wage-led inflation momentum, though real rates remain deeply negative and...
32 Views
More Hikes to Come in 2026-2027
BoJ signals that the next hike will not be the last. Yen weakness and fiscal easing are emerging concerns for the BoJ. The risks are sooner and...
86 Views
China’s Consumption Push: Will It Take Off?
This report shows why China’s consumption push faces structural limits, why rate cuts won’t work, and how delayed reform raises risks for equities,...
166 Views
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments -19 Dec 2025
South Korean export prices rose 7 percent year on year, signaling a strong recovery after summer weakness, while Chinese real retail sales grew...
148 Views