The Asia Economist
Michael SpencerA newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 177 | Subscribers | Read | theasiaeconomist.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Talking Points
IEEPA does not give Trump the power to tax; so he uses Sec 122 instead and has 150 days to justify new Sec 301 tariffs to replace them. Greer says trade deals are still in effect.
Talking Points
IEEPA does not give Trump the power to tax; so he uses Sec 122 instead and has 150 days to justify new Sec 301 tariffs to replace them. Greer says trade deals are still in effect.
Talking Points
What a week to be overweight Asia Pacific equities! You need to go back nearly a year to find a week where APAC equities outperformed the US or Europe by as wide a margin as they did last week. Led, again, by South Korea, the MSCI Asia and ...
Talking Points
The US AI investment boom continues to pay off more for Asian investors than American investors. Trump shows he's becoming concerned about the impact of tariffs on consumer prices.
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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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