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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
Public Post

China – consumption guide

China – consumption guide

China's economic data are widely cited – but aren't well understood. To try to tackle that, I have been making some data guides. This first one tackles consumption.

Aug 13, 2026 148 min read
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East Asia Today

East Asia Today

The main data release today was PPI, import and export prices in Japan, which show inflationary pressures easing from June, but remaining high. As would be expected given the big rise in nominal GDP, tax revenue in Korea is growing strongly.

Aug 13, 2026 2 min read
Subscribers Only

East Asia Today

East Asia Today

The Japan Reuters Tankan shows the recovery in manufacturing sentiment that was interrupted by the Iran War is back on track. In Korea, unemployment remains below 3%, and that will be a truer measure of labour market tightness if some of the structural supply side shifts continue to lose momentum.

Aug 12, 2026 2 min read
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