Paul Cavey

Taiwan – wage growth still decent

Region – KWD v TWD

Last week, next week

Japan – the gradual rise in wages

China – deflation in November

China – trade not up, but not weak

Japan – ageing hits

Taiwan – inflation down, not yet out

Japan – tightening to loosen

Japan – past the inflation peak

Korea – CPI slowing again

Last week, next week

Region – manufacturing cycle

Japan – deficient labour demand

China – soft floor, hard ceiling

Korea – actually, a bit doveish

China – PMIs drop further

Korea – not much change

Last week, next week

Taiwan – weaker consumption, stronger exports

Japan – blame politicians, not firms

Japan – inflation a little softer, services firm

Region – slow export turn

Last week, next week

Region – export cycle inflecting