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Aletheia Capital
Independent and original Asian investment research
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Location:
Hong Kong
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bullish
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Macroeconomics
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19 Dec 2025 09:07
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Syndicated
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...
Dr. Jim Walker
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148 Views
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bullish
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Macroeconomics
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12 Dec 2025 13:58
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Syndicated
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...
Dr. Jim Walker
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394 Views
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bullish
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Macroeconomics
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05 Dec 2025 09:29
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Syndicated
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...
Dr. Jim Walker
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437 Views
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bullish
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Macroeconomics
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28 Nov 2025 09:19
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Syndicated
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...
Dr. Jim Walker
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269 Views
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bullish
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Macroeconomics
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21 Nov 2025 10:44
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Syndicated
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...
Dr. Jim Walker
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326 Views
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