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Taiwan – chart pack

A chart pack summarising Taiwan macro

Paul Cavey

Nov 2, 2023 • 1 min read

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China – exports lift the PMI

Apr 30, 2024 2 min read

China – strong exports in the PMI

Both mfg PMIs for China were above 50 in April. There's some domestic bright spots, but the strength in the S&P PMI is all about exports.

Apr 30, 2024 1 min read

Japan – still no retail recovery

The labour market is tight, profits are up, business sentiment is strong, and inflation is higher. The one area of weakness is consumption, and that has yet to change.

Apr 30, 2024 1 min read

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