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INSIGHT PROVIDER
Dr. Jim Walker
Chief Economist
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Aletheia Capital
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Location:
Hong Kong
Joined:
28 June 2017
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Recent
bullish
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Macroeconomics
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13 Dec 2024 09:23
•
Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 13 Dec 2024
Mixed CPI trends suggest interest rate cuts are market-driven, with asset price inflation overlooked. Soft GDP growth and rising wage costs raise...
Dr. Jim Walker
289 Views
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bullish
•
Macroeconomics
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06 Dec 2024 09:18
•
Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 6 Dec 2024
US Focus Shift: Trump’s reelection likely prioritizes domestic issues over international tensions, with potential prolonged high US interest rates...
Dr. Jim Walker
347 Views
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bullish
•
Macroeconomics
•
29 Nov 2024 15:50
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Syndicated
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...
Dr. Jim Walker
269 Views
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bullish
•
Macroeconomics
•
22 Nov 2024 09:25
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Syndicated
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...
Dr. Jim Walker
328 Views
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bullish
•
Macroeconomics
•
15 Nov 2024 15:41
•
Syndicated
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.
Dr. Jim Walker
277 Views
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