Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 23 Aug 2024
The U.S. released revised non-farm payroll figures, with significant job cuts expected, but the fiscal deficit continues to grow, raising concerns...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 16 Aug 2024
Japan's Q2 economic rebound may be misleading due to annualized reporting; future slowdown is a concern. Political instability in Japan and...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 9 Aug 2024
Japan's market is driven by currency fluctuations, posing investment risks. US export controls hurt American companies while strengthening China's...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 26 Jul 2024
Japanese Market: Yen strengthens, impacting stocks like Nissan with poor earnings due to weak overseas profit translation. US Market: Weakening...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 28 Jun 2024
Japanese Yen: The yen has significantly weakened, leading the US to label Japan as a potential currency manipulator; interest rate differentials...
345 Views