Telok Ayer Macroeconomics
Awang UsmanProviding Thought Provoking and Unbiased Views on Singapore and Asia Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Subscribers | Read | telokayermacro.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A Guide to Thailand's 2026 Election
Thailand faces yet another period of political uncertainty after Prime Minister Anutin Charnvirakul dissolved the government following the withdrawal of support from the progressive People’s Party (PP). The Election Comission has announced ...
Why South Korea’s CA Surplus Is not Bolstering the KRW
USDKRW had a volatile year, falling to 1,350–1,360 in June after peaking around 1,480 in April. These swings largely reflected the broader US-dollar environment rather than domestic factors, with similar moves across Asia FX.
There is No US Repo Market Crisis
There has been a deluge of commentary over the recent pickup in Standing Repo Facility (SRF) usage and the rise in interbank rates. From the Financial Times to Bloomberg, many have pointed to strains in the repo market. They are not entirel...
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