Journal
Notes on reading macroeconomic releases, transmission lags, and Bangkok market context for financial market analysis.
Reading Thai CPI when the baht already moved
How we separate the inflation print from FX anticipation that often arrives a session earlier in Bangkok.
Three transmission channels we refuse to blur
Rates, FX, and equities respond on different clocks. Mixing them into one “market reaction” paragraph hides the decision you actually need.
What belongs in a scoping note before we start
The five items we lock with you before a paid Macroeconomic Indicator Impact Review begins.
Employment prints and the temptation of single-number narratives
Why our impact reviews treat unemployment, participation, and wage growth as a set — even when headlines chase one figure.