Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 17 April 2026
Given the geographic location, India is probably going to be the first country in the region to yield data that look as if they're affected by...
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CX Daily: Energy Shockwaves From U.S.-Iran War Hit Global Economy
TOP STORIES Cover Story: Energy Shockwaves From U. S. -Iran War Hit Global Economy Raffy, who works in Manila, usually drives the three-hour...
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EM Traffic Light July 2023
In July, we observe a significant decrease in overall risk levels. Currently, there are no currencies labeled as high risk, and 27 currencies are...
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US Dollar is Dead Redux
This note extensively focuses on sentiment as the market is overwhelmed with the Negative Dollar narrative that is mainstream. And it begs the...
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Consequential Currency
I usually work with a base case view and not the most optimistic or pessimistic take, and this note is no different. Its approach is forming an...
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