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Japan - Tankan

  • Paul Cavey

Paul Cavey

Apr 5, 2022 • 2 min read

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Japan – details better, but headline GDP already declining

Japan – details better, but headline GDP already declining

May 16, 2025 2 min read
Region - uniform falls in import prices, but inflation diverging
Public Post

Region - uniform falls in import prices, but inflation diverging

YoY import prices are falling everywhere. The implications are mixed. It is contributing to a drop in PPI inflation in Korea, but an intensification of deflation in China. In Japan, meanwhile, PPI inflation remains elevated, supported by the cumulative rise in import prices of recent years.
May 16, 2025 1 min read
Taiwan – the macro case for the TWD
Public Post

Taiwan – the macro case for the TWD

A video bringing together the arguments I have been making for the last few months on how the economic factors that that helped anchor the TWD in its tight 28-33 range from the late 1990s are now changing.
May 14, 2025 2 min read
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