East Asia Econ
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East Asia Econ
Macro and market analysis of the world's largest economic region
Region – export cycle inflecting
China – prices and policy
Japan – GDP back below pre-covid
China – muddling through for now
Korea – on hold
China – M1 falling
Taiwan – a touch slower
China – inflation back down again
Japan – pity the pensioners
Japan – wage growth decent, but not faster
China – exports stable, imports up
Last week, next week
Taiwan – chart pack
Korea – inflation still uncomfortable
Region – export upturn still patchy
Japan – three charts from the BOJ
Japan – other bits and pieces
China – PMIs down again
Japan – three charts for the BOJ
Last week, next week
Japan – inflation still firm
Japan – wages aren't enough
Korea – cycle update
Region – Taiwan leading exports
Last week, next week
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