The Asia Economist
Michael SpencerA newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 220 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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theasiaeconomist.substack.comLatest Issues
Talking Points
The coordinated intervention in support of the yen on July 30-31 dominated market discussion last week. The yen opened in Tokyo trading sharply higher as investors reacted to the intervention in New York on Friday. But almost immediately th...
Talking Points
Inflation reprieve in June likely to reverse in July. Semiconductor sales are slowing. RBI on hold, but for how long?
The coordinated intervention in support of the yen on July 30-31 dominated market discussion last week. The yen opened in...
Talking Points
It was an eventful week for central banks. The Fed decision seems to have caught many investors wrong-footed (again); coordinated foreign exchange intervention by the authorities in Japan, South Korea and the US managed to surprise even tho...
Talking Points
The Fed delivers a dovish hold. Warsh seems OK with higher yields and volatility. FX intervention supports the yen but the won fell back as soon as it ended. I expect JPY to re-test 160 soon.
It was an eventful week for central banks. The...
Talking Points
As I had advised previously, I was ‘off-grid’ for most of last week, which is why there wasn’t a Talking Points last Monday. If you’re struggling with intense heat this summer, I recommend camping next to the ocean. We were even a little ch...
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| Subscribers | Engagement | 69 | 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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