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Aletheia Capital
Independent and original Asian investment research
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Hong Kong
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bullish
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Macroeconomics
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15 Nov 2024 15:41
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 15 Nov 2024
This week’s analysis focuses on inflation trends in the U.S., monetary data from China, and implications for global markets.
Dr. Jim Walker
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167 Views
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bullish
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Macroeconomics
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08 Nov 2024 09:17
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 8 Nov 2024
Emphasis on listening to everyday economic concerns, as data alone often misses public sentiment. U.S. election highlighted voter worries over...
Dr. Jim Walker
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193 Views
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bullish
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Macroeconomics
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01 Nov 2024 09:30
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 1 Nov 2024
Japan’s ruling LDP lost its majority, largely due to economic challenges impacting households. Japan’s growth forecast is low, with inflation...
Dr. Jim Walker
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215 Views
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bullish
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Macroeconomics
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25 Oct 2024 12:01
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 25 Oct 2024
South Korea's Q3 GDP growth fell to 1.5%, below expectations, with private sector investment continuing to decline. U.S. corporate profits...
Dr. Jim Walker
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415 Views
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bullish
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Macroeconomics
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18 Oct 2024 09:35
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 18 Oct 2024
Observed significant economic activity at Tattersalls horse sales despite lower UK inflation, suggesting stable interest rates. Several Asian...
Dr. Jim Walker
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382 Views
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