The Asia Economist
Michael SpencerA newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 210 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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Talking Points
Where to now?
It is a strange sort of ceasefire that allows the two sides to keep shooting at each other, but it is the ceasefire we have. The Islamabad Memorandum rewards Iran for reopening the Strait of Hormuz by removing all US and...
Talking Points
Let's take a step back and take stock of APAC now that the Iran war seems to be behind us.
Where to now?
Talking Points
Warsh's Fed sounds very hawkish, as do the BoJ, BSP, BI and RBA. Even if they didn't hike rates last week, there is a strong bias to doing so.
(As a summer solstice gift, this week’s Talking Points goes out with no paywall.)
Talking Points
Donald Trump is hoping to add a ceasefire agreement to the UFC cage fight on the White House lawn to mark his — sorry, America’s — birthday. He insists the deal is ready to be signed today; Iran says otherwise and Israel’s attacks on Lebano...
Talking Points
Will Warsh' FOMC be dovish enough to pull real rates down and weaken the dollar? Or will a ceasefire agreement bring lower oil prices and even lower expected inflation, offsetting Warsh's dovish tilt?
Donald Trump is hoping to add a ceasef...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for The Asia Economist.
| 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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