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Taiwan - February exports
Taiwan's exports were once again strong in February, rising by 34% YoY, the fastest since July 2022.
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China - weekly update
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Korea - CPI
There's no sign yet that headline inflation is about to fall. As for core, without renewed cuts in public services prices, it is likely to prove stickier to the upside than in the period preceding the covid pandemic.
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Japan - consumer confidence
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Japan - Q4 profits
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Korea - February trade
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China - PMI
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China: weekly update
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Japan - Tokyo CPI
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Korea - BOK
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Korea - business sentiment
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Japan - CPI
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Korea - consumer confidence
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China - weekly update
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China - PPI & CPI
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Korea - labour market
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Japan - GDP
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China - weekly update
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Taiwan - January exports
It does seem clear that the export surge of 2020-21 is now done. It is less obvious just how much further export growth slows down.
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Inflation
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Japan - EW survey
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Taiwan - PMI
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Korea - CPI
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China - weekly update
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Taiwan - January LI
Like exporter sentiment in Korea, Taiwan’s Monitoring Indicator suggests a rather benign outlook for export growth.