A newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 238 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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theasiaeconomist.substack.comLatest Issues
Talking Points
Markets were a little less volatile last week. Bonds and equities were mixed, but in most respects moves were relatively modest, especially in comparison with recent weeks. The overall tone remains negative as reflected in the strong reacti...
Talking Points
Trump calls a favour from Putin. APAC has less sovereign debt, but not less non-gov’t debt, than the US and Europe. RBI turns hawkish.
Markets were a little less volatile last week. Bonds and equities were mixed, but in most respects moves...
Talking Points
Last week was dominated by three influences: (1) a possible US export ban on diesel; (2) a significant repricing of monetary policy in the US, Japan and Euro Area; and (3) a brewing sovereign debt crisis in France — and the US? I’ll discuss...
Talking Points
APAC escapes the worst of the bond rout. Inflation jumps in Europe and Japan but investors turn dovish there and in the US. Korea, Malaysia make up for slowing US imports from Taiwan.
Last week was dominated by three influences: (1) a poss...
Talking Points
The global bond selloff continues — the US 10-year yield rose 16bps this past week to be up 53bps over the past month and 120bps since the war on Iran began. Most of that 120bps rise has been an increase in real yields — breakeven inflation...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I've been following Asian economies and financial markets for 30+ years, first at the IMF then for 25 years at Deutsche Bank where I was Asia Chief Economist and Head of Research.
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