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Last week, next week

  • Paul Cavey

Paul Cavey

Jul 3, 2022

Public Post

East Asia Today

East Asia Today

Highlights of the BOJ meeting, and charts of the CPI release. China export data for August show some weakness in EV shipments, but that is likely noise after a very strong July. PPI inflation in Korea ticked up in August, and with the rise in oil prices, is likely to be higher again in September.

Sep 18, 2026 4 min read
Subscribers Only

East Asia Today

East Asia Today

Japan's Q2 flow of funds data give an update on several underlying aspects of the economy. Some charts on Korea's 2027 budget. And also, a couple of pieces on Taiwan, covering the CBC's on-hold decision today, and why I thought rates would (should) be higher.

Sep 17, 2026 2 min read
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Taiwan – on hold

Taiwan – on hold

Consensus was right, and the CBC didn't change rates today. The vote wasn't unanimous, with two members voting for a hike. However, some of the property measures were loosened. To me, this suggests that policy is too loose, and thus that the gradual warming up of inflation will continue.

Sep 17, 2026 1 min read
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