China - money and credit

Paul Cavey

Mar 11, 2022 • 2 min read

This post is for subscribers on the Free, Institution and East Asia tiers only

Subscribe now

Already have an account? Sign in

Paid Members Public

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.

Paul Cavey Jun 4, 2023 • 2 min read

Paid Members Public

Region – Taking stock

Regional data show three themes: 1) Differentiation: Japan strongest, Taiwan weakest; 3) Diversification in export markets: autos and DM holding up while tech and China remain weak; and 3) Desynchronisation: despite the weakness in exports and industry, services and retail sales are holding up.

Paul Cavey Jun 2, 2023 • 3 min read

Paid Members Public

Korea – core inflation holding

Headline CPI inflation is now coming down quickly, and could drop below the BOK's 2% target by the end of Q3. But core inflation continues to hold up, and the BOK is unlikely to shift policy before that changes.

Paul Cavey Jun 2, 2023 • 2 min read

Disclaimer
Contact

Powered by Ghost