A newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 226 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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Talking Points
There’s a lot going on and this week’s note is a little longer than usual. I’ll start by going over Warsh’s speech at Jackson Hole. Unlike the July FOMC press conference, this was a very hawkish — and very clearly hawkish — presentation. If...
Talking Points
Warsh all but promises a rate hike in Sept; Trump threatens Canada with theft; BoK and BSP hike rates - more to come; a Plaza Accord for the CNY seems unlikely; rent is driving inflation up in Japan.
There’s a lot going on and this week’s...
Talking Points
Treasury Secretary Bessent’s announcement of a doubling of long-term bond buybacks dominated the news last week, and I’ll comment on that at some length below. Spoiler alert: with bonds as with FX, government intervention without fundamenta...
Talking Points
US-Canada trade talks fall apart; tit-for-tat retalliation likely. Bessent’s buyback fails to depress bond yields. BI’s on hold but for how long?
Treasury Secretary Bessent’s announcement of a doubling of long-term bond buybacks dominated...
Talking Points
Last week began with rising crude oil and natural gas prices amid renewed attacks on shipping in the Strait of Hormuz and the Red Sea. The rise was stalled — but not reversed — by signals of possible new talks between the US and Iran. But i...
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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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