The Asia Economist
Michael SpencerA newsletter about Asian macro developments and prospects
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 45 | Subscribers | Read | theasiaeconomist.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Talking points
#### South Korean president impeached
Talking points
#### President Yoon’s “self coup” fails
Talking points
Markets responded positively to Trump’s nomination of Scott Bessent as Treasury Secretary in the new administration. Bonds and equities rallied and the dollar weakened, suggesting investors expect fiscal policy to be tighter — and inflation...
Talking points
The window of opportunity for Asian central banks to cut interest rates is closing. Core inflation in the US has stopped falling and with inflation risks now tilting higher the market is likely to continue to take out rate hikes that are st...
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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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