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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
17 May 2024 12:24Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 May 2024

US Inflation and Interest Rates: The US CPI for April met expectations, triggering a stock rally, but detailed figures suggest inflation remains...

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bullishMacroeconomics
03 May 2024 12:07Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 3 May 2024

PMI Data: Mixed bag of Purchasing Managers Indices across Asia, with India showing record-breaking strength at 58.8. Trade Performance: Recent...

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bullishMacroeconomics
26 Apr 2024 12:05Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 26 Apr 2024

Indonesia raises interest rates unexpectedly, citing currency weakness. Japan faces continued yen depreciation amid low interest rates.

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bullishMacroeconomics
19 Apr 2024 10:14Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 19 Apr 2024

China's GDP Performance: China's first quarter GDP growth exceeded expectations at 5.3%, sparking debates about data accuracy and manipulation.

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bullishMacroeconomics
12 Apr 2024 10:22Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 12 Apr 2024

Busy week with US interest rates, Thailand's monetary policy, and Vietnam's economic dynamics. Analysis reveals US inflation concerns impacting...

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