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# Macro update for the 2nd quarter of 2024
- URL: https://www.asiancenturystocks.com/macro-update-for-the-2nd-quarter/
- Published: 2024-05-16T06:01:54.000Z
- Updated: 2024-05-16T06:01:54.000Z
- Description: Listening time: 25 mins
- Author: Michael Fritzell
- Tags: Thematic reports, #substack, #substack-type-podcast, #substack-access-everyone, #Import 2025-09-30 17:18

Here’s another quarterly macro update, discussing some of the themes that I’ve been paying attention to in the past few months.

Today’s topics:

- Positive interest rates in Japan
- Takeaways from my Hong Kong trip
- The case for gold
- Indonesia under Prabowo

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