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The Asia Economist

Michael Spencer

A newsletter about Asian macro developments and prospects

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PricingFreemiumPublishesDaily
Issues199Founded2 years agoLast Issue9 days ago
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Latest Issues

Talking Points

It is important for leaders to meet face to face, but what Xi and Trump learned last week is that on the issues that matter most to them, the other side isn’t going to be helpful.

It took a few days, but eventually we got enough detail out...

9 days ago
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Talking Points

It is important for leaders to meet face to face, but what Xi and Trump learned last week is that on the issues that matter most to them, the other side isn’t going to be helpful.

It took a few days, but eventually we got enough detail out...

9 days ago
5
Paid

Talking Points

Trump in Beijing offers respite to Iran perhaps, and maybe even some "wins" on trade.

President Trump has rejected the latest proposals from Iran for ending the war — proposals that still look like maximal demands from a government that se...

16 days ago
1
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Talking Points

Trump in Beijing offers respite to Iran perhaps, and maybe even some "wins" on trade.

President Trump has rejected the latest proposals from Iran for ending the war — proposals that still look like maximal demands from a government that se...

16 days ago
2
Paid

Talking Points

Iran war stalemates, but trade war resumes. Central banks opine on stagflation as economic costs become more measurable. Bond markets show fear of inflation/fiscal costs but equities remain sanguine.

US-Iran war spills over to Europe

23 days ago
1
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  • Michael Spencer

    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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