Korea – incrementally weaker

Q1 GDP was solid, but the weakness in business sentiment in April makes us feel economic momentum is incrementally weaker. The consumer survey showed price expectations remaining elevated, which fits with weekly price data showing no big slowdown in food or energy price inflation through April.

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Korea – buying a bit more time

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Korea – a weakening hold

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Korea – inflation slowing

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Korea – still no manufacturing mojo

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Korea – activity still struggling

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Korea – consumer confidence and price expectations sideways

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Korea – talk of a "pivot"

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Korea – headline CPI up, details not

Korea – incrementally doveish again

Korea – sideways

Korea – supply-side shifts not big enough yet

Korea – the job-rich recovery

Korea – CPI down, but some seasonality

Korea – still no oomph