East Asia Econ

China – headline PMI ok, details weak

Japan – price-wage story still intact

Region – Plaza II

Korea – BOK acts on growth

Korea – further cycle deterioration

China – export-led growth continues

Public Post

China – watching what to watch

A few weeks ago, we laid out a list of indicators to be watching to track whether all the policy announcements from China were generating a turn in the cycle. Looking through that list now, and it remains difficult to feel excited that they have.

Last week, next week

Japan – activity softer, prices up

Korea – more doveish, more quickly

Japan – not positive enough

Last week, next week

Japan – consumption at all-time high

China – services output up, but not much else

Region – consequences of reorienting to the US

Japan – BOJ still constructive, despite modestly softer data

Last week, next week

China – what have we learnt?

China – the consumption challenge

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