COMPANY
Aletheia Capital

Aletheia Capital
Independent and original Asian investment research

444
Insights
114.2k
Views
401
Followers
Multi-Asset Macroeconomics FX & Rates
Refresh
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...

Logo
92 Views
Share
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...

Logo
210 Views
Share
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...

Logo
278 Views
Share
bullishMacroeconomics
14 Nov 2025 11:59Syndicated

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...

Logo
272 Views
Share
bullishMacroeconomics
31 Oct 2025 18:08Syndicated

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...

Logo
536 Views
Share
x