Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 April 2025
Japan faces GDP downgrades and a strong yen, but labour shortages support domestic resilience. U.S. reindustrialization plans clash with tight...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 11 April 2025
India and the Philippines cut interest rates, supporting domestic growth amid easing inflation. US inflation remains sticky, limiting chances of...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 3 April 2025
Global manufacturing slowdown: PMIs for major economies, including the U.S., U.K., and much of Asia, indicate contraction, with India standing...
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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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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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