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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…
LinkedInPaul Cavey
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East Asia Today

East Asia Today

Inflation in the full Tankan was stronger than in the summary, and actual CPI for Tokyo for September showed signs of broadening too. Korea September CPI was also strong, though more cost-push than demand-pull. Taiwan's property market remained weak in September. However, sales are up from the lows.

Oct 2, 2026 2 min read
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Japan – stronger inflation

Japan – stronger inflation

I have been thinking that underlying inflation remains modest compared with headline. That is still true, but today's inflation data were strong. Tankan price measures for all firms were firmer than for large firms alone. And Tokyo September inflation was broad as well as strong.

Oct 2, 2026 2 min read
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Korea – cost-push for now

Korea – cost-push for now

Underlying inflation was firm in September, because of energy, and the surge in semiconductor prices raising the price of electronics devices. September data show the chip shock isn't over yet, and the BOK expects demand-pull inflation to also become more obvious in the coming months.

Oct 2, 2026 3 min read
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