Telok Ayer Macroeconomics
Awang UsmanProviding Thought Provoking and Unbiased Views on Singapore and Asia Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Subscribers | Read | telokayermacro.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Iran War risks are everywhere in Markets This Week
The Iran war continues to dominate headlines as negotiations stall. It was always unlikely that talks would produce a resolution. All sides are incentivised to prolong the conflict. Politically, the only clear risk sits with the GOP given t...
USD is a safe haven again in Markets This Week
Another tumultuous week, and Trump's foreign policy philosophy seems to be based on the roll of a dice. Oil markets stabilise on some optimism surrounding the ceasefire, but is it misplaced? I am honestly not too sure. The only people who k...
Oil Prices Dominated Markets This Week
I’ve always wished there was a way to get a weekly summary of the important market and macro news. Something skimmable and without having to sift through daily updates. Some exist, but none of them ever quite hit the mark for me. So I’m goi...
Hormuz and the Asian Currency Playbook
In a year full of shocks, the strikes on Iran have proven the most consequential for markets. Asia’s exposure to Middle Eastern energy has pushed it back into the spotlight, especially regarding its FX markets.
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