East Asia Econ

China – not just government boosting the credit impulse

Japan – tariffs a bigger concern than prices and consumption

China – exports up again

Last week, next week

Korea – BOK still more worried about growth

Japan – goods prices starting to reverse

China – deepening deflation

Taiwan – madly strong exports, TWD reducing inflation

Japan – still the real wage squeeze

Last week, next week

Region – themes for 2H

Japan – BOJ officials still leaning positive

Korea – headline CPI ticks up, but should now fade

Japan – issues sharpen for the BOJ

Japan – helpful rebound in consumer confidence

Korea – finally, export perk up

Japan – another solid Tankan

Korea – a change, even if it's not fundamental

China – structure of GDP shifting, but slowly

China – still looking like a soft floor

Last week, next week

Japan – cycle review and BOJ scenarios

China – prices dragging down profits

Japan – Tamura's case for further hikes

Last week, next week