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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 21 Feb 2025
SUMMARY
- Indonesia's Growth Concerns: Questioning the reliability of Indonesia’s steady 5% GDP growth, highlighting high real lending rates and the need for interest rate cuts to spur private investment.
Japan’s Economic Weakness: Stripping out net exports, Japan’s GDP growth is flat, with rising wages squeezing profits, raising concerns about economic sustainability despite positive headline figures.
Thailand’s Investment Issues: Thailand’s GDP growth of 2.5% masks weak private sector investment, with public spending driving growth but failing to translate into meaningful private sector expansion.
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