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Aletheia Capital

Aletheia Capital
Independent and original Asian investment research

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bullishMacroeconomics
19 Dec 2025 09:07Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments -19 Dec 2025

South Korean export prices rose 7 percent year on year, signaling a strong recovery after summer weakness, while Chinese real retail sales grew...

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bullishMacroeconomics
12 Dec 2025 13:58Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments -12 Dec 2025

Central banks in the United States, the Philippines, and India delivered rate cuts amid rising inflation pressures and mixed currency...

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bullishMacroeconomics
05 Dec 2025 09:29Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 5 Dec 2025

United States shows deepening slowdown with weak ISM manufacturing, falling employment, and declining private payrolls, signaling rising...

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bullishMacroeconomics
28 Nov 2025 09:19Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 28 Nov 2025

United States recession indicators are turning increasingly negative, with construction, retail, and regional Federal Reserve surveys signalling...

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bullishMacroeconomics
21 Nov 2025 10:44Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 21 Nov 2025

U.S. data releases are expected to clarify economic conditions while political pressure complicates monetary policy sentiment. Japan’s new...

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