bullish
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 3 April 2025
SUMMARY
Global manufacturing slowdown: PMIs for major economies, including the U.S., U.K., and much of Asia, indicate contraction, with India standing out as a bright spot.
Economic uncertainty: Rising U.S. inflation challenges interest rate cut expectations, while South Korea’s trade data suggests stagnant global trade.
Regional developments: Hong Kong retail sales saw a year-on-year decline but slight month-on-month improvement; upcoming reports will provide deeper insights from key Asian economies.
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