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Deep-dive: Fitch's Downgrade of China's Rating Outlook
Listen now (25 mins) | Alternative Title: "LGFV Debt Too High with Possible Contagion Risks, But It's Manageable For Now So We'll Wait-And See"
 • 
Aaron Pek
25:15

March 2023

BOOK REVIEW - Trauma to Triumph: Rising from the Ashes of the Asian Financial Crisis
Thought SVB Financial & Credit Suisse Were Tragic Banking Catastrophes? Take A Walk Down Memory Lane To The Asian Financial Crisis of 1997 [FREE…
 • 
Aaron Pek

February 2023

🇲🇾 Malaysia 4Q + FY2022 GDP Review - How Malaysia Achieved One of the Highest FY22 GDP Growth In The World (+8.7%)!!
ULTIMATE COLD CALL: Economics Minister Rafizi & BNM Governor Shamsiah, I have great respect for both of your work. Please invite me for a coffee... I'd…
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Aaron Pek

October 2022

Unravelling the Endgame of Trussonomics - What The Heck Was Liz Truss Thinking?
What does the UK, USA, Japan, China and the EU have in common? Unbearably High Debt-to-GDP. Could the mini-Budget have been a magical panacea?
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Aaron Pek

April 2022

✨ How To Make Sense of All These Inflationary Pressures
Preparation for my upcoming US Inflation webinar next Tuesday
 • 
Aaron Pek
2

March 2022

✨ Macro Dream Team: Lyn Alden, Danielle DiMartino Booth, Stephany Pomboy & Ivy Zelman
“If you can keep your head when all about you, Are losing theirs and blaming it on INFLATION - You'll see the whites of the eyes of DEFLATION" ― If: An…
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Aaron Pek

October 2021

Evergrande: What Happens Next? (Part 2)
Understanding China Macro and why Howard Marks is buying Evergrande bonds
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Aaron Pek
6

September 2021

My thoughts on US inflation
This ended up being way longer than I thought it would be
 • 
Aaron Pek
3
DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk Rising
US macro risks discussed: 1) US debt ceiling showdown looming, and Republicans have no incentive to extend the debt ceiling with bad blood from …
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Aaron Pek

May 2021

April 2021

Bidenomics, explained:
No really, you gotta read this
 • 
Aaron Pek
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