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A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Leading indicators suggest a continued double-digit YoY contraction in regional exports in Q2. Demand remains particularly weak from China, and for tech. China's own export data bucked the regional trend, but that looks too good to be true, not being validated yet by any other data points.
Neither the drop in Korean CPI before 2019, nor the demographic and deflationary experience of Japan, tells us anything definitive about the outlook for price trends in Korea. In fact, it is likely that the country's fiscal position allows Seoul to respond to ageing in a way that isn't deflationary.