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  • Paul Cavey

Paul Cavey

Jul 3, 2022

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China – deepening deflation

China – deepening deflation

Jul 9, 2025 1 min read
Taiwan – madly strong exports, TWD reducing inflation

Taiwan – madly strong exports, TWD reducing inflation

Jul 8, 2025 2 min read
Japan – one shock eases, but the other intensifies
Public Post

Japan – one shock eases, but the other intensifies

Japan in 2025 has suffered two negative shocks: tariffs, and a rebound in CPI that's eroded real incomes. June surveys, such as today's EW, show the household mood starting to improve as the price shock wanes. But that won't matter if Trump proceeds with the yet higher tariffs he's now threatening.
Jul 8, 2025 1 min read
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