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INSIGHT PROVIDER
Dr. Jim Walker
Chief Economist
•
Aletheia Capital
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Location:
Hong Kong
Joined:
28 June 2017
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bullish
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Macroeconomics
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02 Jun 2026 09:44
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Syndicated
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%...
Dr. Jim Walker
51 Views
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bullish
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Macroeconomics
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11 May 2026 10:16
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Syndicated
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...
Dr. Jim Walker
138 Views
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bullish
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Macroeconomics
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04 May 2026 10:12
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Syndicated
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...
Dr. Jim Walker
184 Views
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bullish
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Macroeconomics
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20 Apr 2026 10:06
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Syndicated
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...
Dr. Jim Walker
158 Views
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bullish
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Macroeconomics
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10 Apr 2026 17:45
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Syndicated
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...
Dr. Jim Walker
238 Views
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