COMPANY
Aletheia Capital

Aletheia Capital
Independent and original Asian investment research

403
Insights
71.8k
Views
386
Followers
Multi-Asset Macroeconomics FX & Rates
Refresh
bullishMacroeconomics
20 Dec 2024 09:16Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 20 Dec 2024

US and China treasury yields highlight inflation control challenges, with the Fed's rate cut fueling market uncertainty.

Logo
378 Views
Share
bullishMacroeconomics
13 Dec 2024 09:23Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 13 Dec 2024

Mixed CPI trends suggest interest rate cuts are market-driven, with asset price inflation overlooked. Soft GDP growth and rising wage costs raise...

Logo
388 Views
Share
bullishMacroeconomics
06 Dec 2024 09:18Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 Dec 2024

US Focus Shift: Trump’s reelection likely prioritizes domestic issues over international tensions, with potential prolonged high US interest rates...

Logo
354 Views
Share
bullishMacroeconomics
29 Nov 2024 15:50Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 29 Nov 2024

Korea’s Economic Struggles: Bank of Korea delivered a modest 25 basis point rate cut amid weak GDP growth, falling consumer prices, and high...

Logo
271 Views
Share
bullishMacroeconomics
22 Nov 2024 09:25Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 22 Nov 2024

It's four and half years since I've been there, the infrastructure in Malaysia has really taken yet another step up. The scenery around Kuala...

Logo
330 Views
Share
x