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A summary of our latest thematic piece on services and inflation.

  • Paul Cavey

Paul Cavey

May 14, 2023 • 1 min read
Paul Cavey on LinkedIn: #export #taiwan #korea #japan
Many observers are worried about a DM recession, and if the long-awaited downturn does occur, it will, of course, be very damaging. However, central bankers…
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Last week, next week

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

  • Paul Cavey
Paul Cavey Jun 4, 2023 • 2 min read
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Region – Taking stock

Regional data show three themes: 1) Differentiation: Japan strongest, Taiwan weakest; 3) Diversification in export markets: autos and DM holding up while tech and China remain weak; and 3) Desynchronisation: despite the weakness in exports and industry, services and retail sales are holding up.

  • Paul Cavey
Paul Cavey Jun 2, 2023 • 3 min read
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Korea – core inflation holding

Headline CPI inflation is now coming down quickly, and could drop below the BOK's 2% target by the end of Q3. But core inflation continues to hold up, and the BOK is unlikely to shift policy before that changes.

  • Paul Cavey
Paul Cavey Jun 2, 2023 • 2 min read
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