East Asia Econ

East Asia Today

A few data releases today. In Japan, export data for the first 10 days of July, consumer confidence for the full month, and Toyota June sales. In Korea, the big release was business confidence, but also JOLTS labour market data for June, and wages for May.

Paul Cavey

Jul 30, 2026 • 2 min read

Public Post

Region – new chart packs

I am trying out a new version of my interactive chart packs that makes navigation between economies and issues easier. It has almost 1,000 charts, and isn't yet behind a paywall. Please forward to anyone who might find it useful.

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Korea – a bit less K-shaped

In manufacturing, sentiment is rising for both exporters and domestic firms, and capex intentions are strengthening too. That suggests support for the cycle not apparent in recent equity market moves. However, non-manufacturing sentiment is weak, and the labour market still isn't recovering.

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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.