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INSIGHT PROVIDER
Dr. Jim Walker
Chief Economist
•
Aletheia Capital
Location:
Hong Kong
Joined:
28 June 2017
188
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62.8k
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362
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Recent
bullish
•
Macroeconomics
•
23 Aug 2024 12:15
•
Syndicated
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...
Dr. Jim Walker
329 Views
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bullish
•
Macroeconomics
•
16 Aug 2024 10:17
•
Syndicated
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...
Dr. Jim Walker
367 Views
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bullish
•
Macroeconomics
•
09 Aug 2024 11:50
•
Syndicated
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...
Dr. Jim Walker
258 Views
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bullish
•
Macroeconomics
•
26 Jul 2024 16:09
•
Syndicated
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...
Dr. Jim Walker
422 Views
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bullish
•
Macroeconomics
•
28 Jun 2024 12:06
•
Syndicated
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...
Dr. Jim Walker
345 Views
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