East Asia Econ
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East Asia Econ
Macro and market analysis of the world's largest economic region
Japan – taking stock
Japan – inflation stable
Japan – more evidence of a shift
Japan – inflation up, labour market tightening
Japan – no change in the Tankan
Japan – core Tokyo CPI still close to 2%
Japan – firm upstream services inflation
Japan – self-generated stagflation
Region – BOJ and CBC
Japan – not data dependent
Japan – stronger wage growth, probably
Japan – same macro dynamic, different policy backdrop
Japan – service inflation update
Japan – mixed underlying inflation
Japan – consumption drags down GDP again
Japan – JPY weakness reinforcing BOJ confidence
Japan – part-time wage growth at 5%
Japan – understanding the BOJ's confidence
Japan – BOJ more confident
Japan – services PPI stronger
Japan – why isn't the JPY helping exports?
Japan – core inflation lower
Japan – the trouble with services prices
Japan – consumer confidence stronger
Japan – labour market tighter, prices rebounding
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