East Asia Econ

Japan – no consumer rebound yet

As in China, consumption has been the big macro drag in Japan. That should change in 2024, but BOJ data through February show no turnaround yet.

Paul Cavey

Apr 5, 2024

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Last week, next week

The major themes: the ending of the first stage of China's post-2020 forced structural adjustment; in Japan, peaking of inflation but BOJ still to hike; BOK cuts but inflation higher than I would have expected; expecting renewed TWD strength. I am now away for a few days, back on September 16th.

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Region – latest slide pack

A long-ish slide pack summarising themes and views for China, Japan, Korea and Taiwan.

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East Asia Today

In today's summary: for Japan, wages, consumer activity, and 20D exports ; and for Taiwan, FX reserves and price data. Also, one more thing to note: I will be away from a few days from Monday. The next daily update will be on Wednesday 17th September.