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Aletheia Capital

Aletheia Capital
Independent and original Asian investment research

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bullishMacroeconomics
15 Nov 2024 15:41Syndicated

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.

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bullishMacroeconomics
08 Nov 2024 09:17Syndicated

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...

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bullishMacroeconomics
01 Nov 2024 09:30Syndicated

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...

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bullishMacroeconomics
25 Oct 2024 12:01Syndicated

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...

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bullishMacroeconomics
18 Oct 2024 09:35Syndicated

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...

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