Region – monthly chart pack

50 slides covering regional themes, and dynamics in the individual economies.

Paul Cavey

Sep 3, 2026 • 2 min read

East Asia Today

An update on import price pressures across the region, as well as the services PMIs for China and Japan in August, and my monthly regional chart pack.

Subscribers Only

East Asia Today

The main release today was Korean CPI inflation for August, which remained firm. Japan tax revenue ticked down last month, but the uptrend of recent years remains intact. However, the monetary base is falling fast. Also today, a comprehensive guide and online model to Japan's fiscal position.

Subscribers Only

Korea – inflation firm

I thought the underlying data in today's CPI release were firm. Despite an easing in travel expenses, core inflation (excluding mobile phone bills) remained at 2.8% YoY, the trimmed mean rose, and the diffusion across all items ticked up.