A comprehensive slide pack putting cyclical developments in the context of the structural themes I've been working on: 1) China, CNY v consumption; 2) Japan, Still looking different this time; 3) Korea, Becoming East Asian and 4) Taiwan, 1980s redux.

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

My latest video, discussing how Korea is managing to avoid the labour market decline that would usually be expected as the population ages. This is likely to dampen wages – and potentially inflation – in Korea relative to Taiwan, where the part rate isn't rising in the same way.

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

A new tool to view, chart and download macro data for the region

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

20 slides analysing structural labour market issues: the puzzle of low unemployment but weak wage growth; supply side changes that have deflected demographics; demand side strength as China offshoring ends; and the implications of the renewed trade war.