A newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 232 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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Talking Points
I spent all day Saturday returning home from Hong Kong, and so to meet my self-imposed publication deadline this will have to be a shorter note than usual. (‘Hallelujah” I can year you say.) I’ll start with a few observations on the Fed and...
Talking Points
I spent all day Saturday returning home from Hong Kong, and so to meet my self-imposed publication deadline this will have to be a shorter note than usual. (‘Hallelujah” I can year you say.) I’ll start with a few observations on the Fed and...
Talking Points
The selloff in global bond markets accelerated last week as investors revised higher both their inflation expectations as oil prices rise and the rate hikes they think central banks are willing to consider to try to restrain that inflation....
Talking Points
A 50bps hike from the BoJ? Can Warsh meet market expectations for rate hikes? Pricing power in China may be weakening; trade data aren’t as strong as they appear.
The selloff in global bond markets accelerated last week as investors revise...
Talking Points
A strong payrolls report on Friday restored the market’s expectation of a rate hike on September 16 that Governor Waller had tried strenuously to rebut in his speech on Thursday. Indeed, if Chairman Warsh welcomed a “family fight” over poli...
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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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