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Aletheia Capital

Aletheia Capital
Independent and original Asian investment research

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bullishMacroeconomics
28 Mar 2025 01:43Syndicated

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...

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bullishMacroeconomics
21 Mar 2025 00:46Syndicated

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.

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bullishMacroeconomics
07 Mar 2025 01:25Syndicated

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.

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bullishMacroeconomics
28 Feb 2025 01:48Syndicated

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...

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bullishMacroeconomics
21 Feb 2025 09:20Syndicated

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...

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