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...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 24 Oct 2025
China: Growth Slows, Stimulus Likely Ahead: Q3 GDP rose 4.8% YoY, below earlier quarters and forecasts (previously expected 5.5% FY growth, now...
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CX Daily: The Key Ingredients to Sustain Hong Kong’s Stock Rally
Stocks / In Depth: The key ingredients to sustain Hong Kong’s stock rally China’s show of determination to revive growth and rescue the property...
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CX Daily: China’s Weaker Insurers Skip Early Bond Redemptions Amid Growing Financial Stress
Insurers / In Depth: China’s weaker insurers skip early bond redemptions amid growing financial stress. China-Russia /: China invites Putin for...
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CX Daily: China’s Efforts to Unlock the Value of Data as an Asset
Data / In Depth: China’s efforts to unlock the value of data as an asset Chinese businesses and regulators are making new efforts to put a value...
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