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East Asia Econ Paul Cavey

Free membership: East Asia in Four Charts every week, two open chart packs, and a live look at the region's headline numbers.

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A taste of the dashboards

Headline indicators for Japan, Korea, Taiwan and China, updated every day. Click a tile for the chart. The full dashboards add the latest releases and notes, and a page for every topic.

East Asia in Four Charts

Every week, four charts on what matters across the region, with a short note on each. Free with membership.

9 November 2026

East Asia in Four Charts

The key issue in the region is the outlook for AI tech demand. However, other dynamics are important. In the big economies, property matters in China and consumption in Japan. In Korea, the tech spillover to domestic demand hasn't happened yet. It has in Taiwan, but the boom hasn't lifted the TWD.

2 November 2026

East Asia in Four Charts

China is so far the only economy showing signs of being hurt by weakening confidence in the AI trade. Data in Korea and Taiwan remain extremely strong, and the BOJ remains worried about upside risks to inflation. That said, markets are more nervous, needing clarity on energy and data centre buildout

26 October 2026

East Asia in Four Charts

Highlights of last week's indicators: the fall in the consumption share of GDP in China; why JPY depreciation hasn't boosted Japan's export volumes; the prospects for another double-digit rise in nominal GDP in Korea in 2027; and how wage growth in Taiwan is leading the region.

19 October 2026

East Asia in Four Charts

Highlights of last week's indicators: China's import shortfall, loose financial conditions in Japan, rising export prices in Korea, and more evidence of labour market tightness in Taiwan.

12 October 2026

East Asia in Four Charts

China's auto trade balance with Asia and the EU, the manufacturing upturn in Japan, another large current account surplus in Korea, and further acceleration in Taiwan's exports. Also, I was very happy to have the chance to go back on the Macro Hive podcast, with the link included here.

Sample chart packs

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China, macro →Japan, macro →

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