East Asia Econ
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East Asia Econ
Macro and market analysis of the world's largest economic region
China – the consumption conundrum
Last week, next week
Japan – BOJ gets back to labour and wages
Region – consumption is weak, but not where you think
Japan – no surprises from the BOJ
China – PMIs: still a lot to do
China – profits fall sharply in September
Last week, next week
Japan – core inflation still at 2%
Korea – sluggish growth, but weakening KRW
China – crunch time for consumption
Taiwan – will TSMC break the TWD?
Last week, next week
Japan – what can the BOJ say now?
China – keep on muddling through
Korea – labour market still fairly tight
China – credit both too weak and too strong
China – exports drop in September
Last week, next week
China – core deflation worsens
Korea – right, for some of the wrong reasons
Japan – incomes up, but still not enough
China – 4/10
Korea – a peak more than a pivot
Japan – EW and wages remain firm
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