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Korea - February trade

Paul Cavey

Mar 2, 2022 • 1 min read

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Taiwan – re-industrialisation

I suppose it isn't really surprising given exports and the trade balance, but the bounce back in the manufacturing share since the early 2000s is still rather remarkable.

Apr 26, 2024 1 min read

Paid-members only

Japan – BOJ more confident

Apr 26, 2024 2 min read

Japan – much lower Tokyo CPI

Inflation fell sharply in Tokyo in April. The macro story should mean some of the decline is temporary, but it complicates the more bullish story the BOJ wants to tell

Apr 25, 2024 1 min read

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