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Dr. Jim Walker

Dr. Jim Walker
Chief Economist
Aletheia Capital

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Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
07 Feb 2025 01:50Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 7 Feb 2025

Global uncertainty grows due to U.S. trade policies, impacting investment and slowing economic activity across multiple regions, including Europe...

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bullishMacroeconomics
24 Jan 2025 01:28Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 24 Jan 2025

Economic Insights: China's GDP met its 5% target, while South Korea's growth slowed, with declining investment and lowered 2025 forecasts.

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bullishMacroeconomics
10 Jan 2025 08:03Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 10 Jan 2025

China's economic strategy should focus on market-driven consolidation, high-quality investments, and expanding its services sector for sustainable...

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bullishMacroeconomics
20 Dec 2024 01:16Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 20 Dec 2024

US and China treasury yields highlight inflation control challenges, with the Fed's rate cut fueling market uncertainty.

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bullishMacroeconomics
13 Dec 2024 01:23Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 13 Dec 2024

Mixed CPI trends suggest interest rate cuts are market-driven, with asset price inflation overlooked. Soft GDP growth and rising wage costs raise...

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