East Asia Econ

East Asia Today

China's CPI inflation dipped in January, but that was holiday-related. PPI,by contrast, rose MoM for the second consecutive month. Labour market data in Korea isn't getting worse, but is sluggish. By contrast, Taiwan wage growth in 2025 reached the highest since 2000. Also today, my latest video.

Paul Cavey

Feb 11, 2026 • 3 min read

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China – PPI up again

CPI inflation softened in January, but it always does when the new year holiday falls in February. PPI has less seasonal distortion, and rose MoM in January for the second consecutive time. The GDP deflator is likely to improve again in Q1. This is about external factors, but deflation is lessening.

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Region – the cheapness of currencies

My latest video, discussing the cheapness of currencies across the region, why that didn't change in 2025, and why it might in 2026.

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East Asia Today

A longer note on Korean household savings and consumption. To put that in context, this daily includes charts giving the regional picture over the last 30 years. The only cyclical indicator released today was TSMC's sales for January, which were strong, but might not mean much given LNY distortions.