Region – monthly slide pack
Our most out-of-consensus view is that Fed cuts are likely bad news for China's cycle. For Japan, we think the market needs to price in a bigger likelihood of another BOJ hike. The CBC in Taiwan likely stays on hold in the next few months, while the BOK looks set to cut soon.
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Region – exchange rates and inflation
Currency weakness boosting inflation has been a regional theme. But currency strength wouldn't automatically mean a CB policy pivot. That's true in Japan, where other factors have been driving prices, and in China, where currency weakness hasn't yet been an obvious obstacle to policy loosening.
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.