East Asia Econ

East Asia Today

Japan consumer confidence and export data show a further lessening of the two big negative shocks of 2025. Consumer confidence has bounced in Korea too, but that isn't based on a strengthening labour market. Also today, an announcement: subscribers can now access all our data via an API.

Paul Cavey

Jan 29, 2026 • 3 min read

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East Asia Today

In light of Trump's threats against South Korea, an update on tariff levels in the region. Levies on China are highest, but China's USD export prices have been rangebound for 18M, and the stability of PPI in 2H25 has continued into 2026. Finally, my latest video discussing fiscal fear in Japan.

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Japan – overcoming fiscal fear

My latest video, discussing the work I've been doing looking at Japan's fiscal position.

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East Asia Today

Data releases everywhere today: industrial profits in China; services PPI inflation in Japan; business sentiment through February in Korea; and Taiwan's leading indicator and consumer confidence.