East Asia Econ

East Asia Today

Corporate price data for Japan show the impact on the terms of trade of costlier oil imports continues to be offset by higher prices for chip exports. Nonetheless, rising import costs are pushing up PPI. In Taiwan, headline data show the gradual acceleration in underlying wage growth is continuing.

Paul Cavey

Jul 10, 2026 • 2 min read

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East Asia Today

Lots today: no-change inflation data in China, a strong sakura regional report from the BOJ, Taiwan's foreign trade showing peaky exports but strong capital goods imports, and evidence that the strong rise in nominal GDP growth is boosting tax revenues in Korea.

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Region – the upside risks to inflation

My latest video, discussing why inflation risks won't end even if the Iran War eventually does. The reasons: both cost-push and demand-pull from the semiconductor boom, dynamics that are being reinforced by the cheapness of currencies.

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China – inflation peak

Average CPI and PPI inflation remained relatively elevated in June. However, most of the rise has been because of external factors, and leading indicators show that for now, the peak has likely been seen.