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...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 21 Jun 2024
China's Economic Performance: Despite negative media reports, China shows strong year-on-year growth in industrial production and retail sales...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 14 Jun 2024
US CPI and Fed: US CPI at 0, potential Fed rate cuts speculated, cautious outlook from Fed. China Optimism: "Age of Plenty" report shows optimism...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 7 Jun 2024
Asian PMIs and US Economic Concerns: India leads the region with a strong PMI of 57, while Hong Kong reports a decline. The US PMI is troubling,...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 24 May 2024
Indonesia's President-elect Prabowo Subianto's impact on the economy is uncertain, with a need for increased foreign direct investment and improved...
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