East Asia Econ
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East Asia Econ
Macro and market analysis of the world's largest economic region
Japan – tariffs a bigger concern than prices and consumption
Japan – goods prices starting to reverse
Japan – still the real wage squeeze
Japan – BOJ officials still leaning positive
Japan – issues sharpen for the BOJ
Japan – helpful rebound in consumer confidence
Japan – another solid Tankan
Japan – cycle review and BOJ scenarios
Japan – Tamura's case for further hikes
Japan – more subdued
Japan – wages jump in April
Japan – Ueda upbeat
Japan – profits up, labour share down
Japan – high CPI, tight labour market, weak spending
Japan – SPPI shows solid underlying inflation
Japan – headline inflation up, core stable for now
Japan – not bad, but still uncertain
Japan – details better, but headline GDP already declining
Japan – sentiment takes another step down
Japan – wage growth down, waiting for April
Japan – uncertain outlook, but not giving up on wages
Japan – tariffs matter, but so does inflation
Japan – broad-based inflation
Japan – four reason why the JPY hasn't helped exports
Japan – CPI mixed, but part-time wages up
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