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Dr. Jim Walker

Dr. Jim Walker
Chief Economist
Aletheia Capital

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bullishMacroeconomics
02 Jun 2026 09:44Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 29 May 2026

20 day data for Korean exports were up 65% YoY might look strong but in reality it is not. Why? Korean exports were up 48% YoY in April but 41%...

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bullishMacroeconomics
11 May 2026 10:16Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 8 May 2026

Asian PMIs were released over the past week, Singapore was the leading countries in the region with a very high reading at 57.9. North Asian...

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bullishMacroeconomics
04 May 2026 10:12Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 1 May 2026

US Fed kept Fed Funds Rate stable at 3.5% to 3.75%. But more interesting was the fact that three of the Fed dissenters disagreed with the easing...

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bullishMacroeconomics
20 Apr 2026 10:06Syndicated

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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bullishMacroeconomics
10 Apr 2026 17:45Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 10 April 2026

We had a bunch of meetings in Beijing last week, the views from Beijing were relatively relaxed about the Chinese economy, if not the global...

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