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...
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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...
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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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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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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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