East Asia Econ

East Asia Today

China's foreign trade volume and price data for June show import volumes continue to do sideways, while export prices outside of AI tech continue to fall. Also today, highlights from a longer note reviewing Japan's inflation trends.

Paul Cavey

Jul 29, 2026 • 2 min read

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Japan – inflation review

A review, covering headline, underlying, goods and expectations. Underlying inflation is probably still a bit below 2%, but that matters less when headline has been at or above target for 50 of the last 53 months. Absent an external shock, a 2-a-year hiking schedule looks too light.

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East Asia Today

A few more profits charts from yesterday's release in China. The BOJ's underlying measures of inflation show core at or above target for 50 of the last 53 months. And consumer confidence in July in Korea remained elevated, though that was before today's brutal equity sell-off.

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East Asia Today

18 charts today, covering profits data in China in June, which rose sharply in electronics; services PPI inflation in Japan, which was mixed; and Taiwan's official leading indicator in June, indicating an economy that continues to boom.