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Dr. Jim Walker

Dr. Jim Walker
Chief Economist
Aletheia Capital

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Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
06 Dec 2024 09:18Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 Nov 2024

US Focus Shift: Trump’s reelection likely prioritizes domestic issues over international tensions, with potential prolonged high US interest rates...

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bullishMacroeconomics
29 Nov 2024 15:50Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 29 Nov 2024

Korea’s Economic Struggles: Bank of Korea delivered a modest 25 basis point rate cut amid weak GDP growth, falling consumer prices, and high...

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bullishMacroeconomics
22 Nov 2024 09:25Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 22 Nov 2024

It's four and half years since I've been there, the infrastructure in Malaysia has really taken yet another step up. The scenery around Kuala...

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bullishMacroeconomics
15 Nov 2024 15:41Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 15 Nov 2024

This week’s analysis focuses on inflation trends in the U.S., monetary data from China, and implications for global markets.

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bullishMacroeconomics
08 Nov 2024 09:17Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 8 Nov 2024

Emphasis on listening to everyday economic concerns, as data alone often misses public sentiment. U.S. election highlighted voter worries over...

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