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The Asia Economist

Michael Spencer

A newsletter about Asian macro developments and prospects

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Substack
PricingFreemiumPublishesWeekly
Issues214Founded3 years agoLast Issue13 days ago
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Latest Issues

Talking Points

The US-Iran conflict is heating up again. President Trump says the ceasefire is “over”; Iran says the Strait of Hormuz is closed, Trump says it isn’t but has just launched attacks on Qeshm Island and Bandar Abbas, which won’t help reassure...

13 days ago
2

Talking Points

Export data show the growth impulse from AI may be weakening. Rising core inflation remains a challenge. Expect a BoK rate hike this week.

(Note: I’ll be off-grid next week so there will be no Talking Points on July 20.)

13 days ago
4
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Talking Points

Will lower gas prices mean lower core inflation? Manufacturing is slowing in most economies. BoK should be hiking rates. The most important chart in finance today...

In last week’s Talking Points, I began by drawing a link from falling cru...

20 days ago
3
Paid

Talking Points

Will lower gas prices mean lower core inflation? Manufacturing is slowing in most economies. BoK should be hiking rates. The most important chart in finance today...

In last week’s Talking Points, I began by drawing a link from falling cru...

20 days ago
4
Paid

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...

a month 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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