INSIGHT PROVIDER
Dr. Jim Walker

Dr. Jim Walker
Chief Economist
Aletheia Capital

197
Insights
66.7k
Views
366
Followers
Multi-Asset Macroeconomics Cross Asset Strategy
Refresh
bullishMacroeconomics
01 Nov 2024 09:30Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 1 Nov 2024

Japan’s ruling LDP lost its majority, largely due to economic challenges impacting households. Japan’s growth forecast is low, with inflation...

Share
bullishMacroeconomics
25 Oct 2024 12:01Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 25 Oct 2024

South Korea's Q3 GDP growth fell to 1.5%, below expectations, with private sector investment continuing to decline. U.S. corporate profits...

Share
bullishMacroeconomics
18 Oct 2024 09:35Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 18 Oct 2024

Observed significant economic activity at Tattersalls horse sales despite lower UK inflation, suggesting stable interest rates. Several Asian...

Share
bullishMacroeconomics
11 Oct 2024 11:12Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 11 Oct 2024

China's economic policy remains focused on investment, with low expectations for a significant stimulus from the Ministry of Finance.

Share
bullishMacroeconomics
04 Oct 2024 08:51Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 4 Oct 2024

China’s markets may see upward movement, with economic recovery likely in the second half of 2025. September PMIs were soft across most of Asia,...

Share
x