Region – Taking stock

A slidepack summarising our cyclical and market views

Paul Cavey

May 25, 2023

East Asia Today

In today's daily: China monetary developments, Japan CPI, Korea PPI, highlights of the BOJ meeting, and a link to my latest podcast. From today, I am taking a couple of weeks off. Thanks for your interest this year, I hope you've found the content useful. Happy Christmas, and best wishes for 2026.

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Korea – PPI inflation picking up

The mild rise in PPI goods inflation reflects the continued strength of import prices. Services PPI inflation is picking up too, reversing the sharp fall of 1H25. Neither development yet suggests CPI inflation is about to accelerate, but the bounce in services PPI removes downside risk for CPI.

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Region – What investors need to know about East Asia

I was very happy to do this podcast with friends at Alpine Macro.