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Region – cycle summary

Paul Cavey

Jul 9, 2023

A short video discussing our current views.

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Japan – taking stock

Jul 26, 2024 7 min read

QTC: China – is this really export of deflation

The CPB data do show that China's export price cycle is somewhat weaker than ROW. But the gap isn't that big, and the trend is similar. Particularly in the context of all the talk of over-capacity, the differences really don't look that big.

Jul 26, 2024 1 min read

QTC: Japan – core CPI still near 2%

I don't think the BOJ is particularly data-dependent when it comes to headline monthly releases, which tend to be noisy. To the extent that today's July Tokyo CPI does matter, it suggests the underlying story remains unchanged.

Jul 26, 2024 1 min read

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