A newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 244 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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Talking Points
Welcome back to Talking Points, your one-stop shop for everything you need to know to get ready for the week ahead in Asia Pacific. This week, I’ll start with the look ahead and then double back to last week’s events, the decisions by the F...
Talking Points
Uncertainty will be the result of the US mid-terms, and a spike in oil prices if Trump restarts the war on Iran. RBNZ gave hawkish pause last week; Fed was seen as dovish; BoJ tried to be hawkish.
Welcome back to Talking Points, your one-s...
Talking Points
Investor worries about profitability in AI-related sectors morphed into concerns about the broader economic growth outlook last week. Stocks fell but bonds rallied even with rising oil prices. Or perhaps because oil prices rose. Some commen...
Talking Points
US IT investment growth still seems to be very strong, underpinning rising export growth in many APAC economies. BSP was surprisingly hawkish; BoK, BI surprisingly dovish.
Investor worries about profitability in AI-related sectors morphed...
Talking Points
There is so much going on, I don’t know where to begin. Riots in France that are worse than the 2018 ‘gilet-jaune’ protests now spilling over to Italy and Portugal? The White House’s decision to put a speed limit on Starlink could spell the...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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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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