Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 June 2025

465 Views27 Jun 2025 01:55
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SUMMARY
  • Japan faces persistent inflation outpacing wage growth, likely prompting tighter monetary policy.

  • Global trade growth forecasts are collapsing, with firms pulling back from US markets due to cost and policy uncertainty.

  • WTO principles are being undermined by bilateral trade deals, raising future risks for global trade stability.

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Dr. Jim Walker
Chief Economist
Aletheia Capital
Multi-AssetMacroeconomicsCross Asset Strategy
  • Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 27 June 2025
    27 Jun 2025
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