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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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28 Mar 2025 01:43
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 28 Mar 2025
US recession risks persist despite no immediate red flags, with soft economic data and potential weakness in services if government spending cuts...
Dr. Jim Walker
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257 Views
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bullish
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Macroeconomics
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21 Mar 2025 00:46
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 21 Mar 2025
Southeast Asia: Indonesia and Thailand face economic instability due to policy missteps, high lending rates, and unsustainable fiscal strategies.
Dr. Jim Walker
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393 Views
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bullish
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Macroeconomics
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07 Mar 2025 01:25
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 7 Mar 2025
Global economic uncertainty is rising, leading to reduced investment and potential recession risks in the U.S. and Europe.
Dr. Jim Walker
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485 Views
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bullish
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Macroeconomics
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28 Feb 2025 01:48
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 28 Feb 2025
China injects $55 billion into banks, boosting lending and infrastructure investments. Korea and Thailand cut interest rates...
Dr. Jim Walker
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487 Views
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bullish
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Macroeconomics
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21 Feb 2025 09:20
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 21 Feb 2025
Indonesia's Growth Concerns: Questioning the reliability of Indonesia’s steady 5% GDP growth, highlighting high real lending rates...
Dr. Jim Walker
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420 Views
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