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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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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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92 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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210 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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278 Views
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bullish
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Macroeconomics
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14 Nov 2025 11:59
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 14 Nov 2025
India delivers exceptionally low headline inflation while Japan and the United Kingdom face persistent price pressures and weak growth...
Dr. Jim Walker
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272 Views
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bullish
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Macroeconomics
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31 Oct 2025 18:08
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 31 Oct 2025
Bank of Japan (BoJ): BoJ kept rates unchanged at 0.5%, despite 3% inflation — a clear policy mismatch. Federal Reserve (US): The Fed cut rates...
Dr. Jim Walker
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