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Japan - Q4 profits

  • Paul Cavey

Paul Cavey

Mar 2, 2022 • 3 min read

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Last week, next week

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

  • Paul Cavey
Paul Cavey Jun 4, 2023 • 2 min read
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Region – Taking stock

Regional data show three themes: 1) Differentiation: Japan strongest, Taiwan weakest; 3) Diversification in export markets: autos and DM holding up while tech and China remain weak; and 3) Desynchronisation: despite the weakness in exports and industry, services and retail sales are holding up.

  • Paul Cavey
Paul Cavey Jun 2, 2023 • 3 min read
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Korea – core inflation holding

Headline CPI inflation is now coming down quickly, and could drop below the BOK's 2% target by the end of Q3. But core inflation continues to hold up, and the BOK is unlikely to shift policy before that changes.

  • Paul Cavey
Paul Cavey Jun 2, 2023 • 2 min read
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