
A newsletter about Asian macro developments and prospects
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 205 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||

Donald Trump has finally admitted that his ceasefire isn’t working. Firstly, it isn’t a ceasefire, just “shooting in a more moderate manner” as he puts it. Second, he’s been trying for weeks to convince us that a complete reopening of the S...
A new global supply shock from Indonesia? BoJ Governor signals a rate hike on June 16, I think they probably shouldn't. RBI, like BoK, probably should have hiked last week.
Donald Trump has finally admitted that his ceasefire isn’t working...
Three months after he launched his war on Iran and more than a week after he said an extension of the ceasefire that he declared on April 7 was “largely negotiated”, President Trump says he’s finally ready to make a decision on whether to a...
Markets rally on Iran ceasefire hopes. RBNZ and BoK keep rates steady but sound very hawkish.
Three months after he launched his war on Iran and more than a week after he said an extension of the ceasefire that he declared on April 7 was “...
While Trump’s statement on Saturday that a deal had been “largely negotiated” seems to have been premature, the US and Iran do appear to be closing in on an agreement to extend...
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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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