Weekly charts

I am trying out a free weekly, highlighting four charts that illustrate macro trends across the region. Today's covers input prices in China, broadening CPI inflation in Japan, exports in Korea and the property market in Taiwan.

Paul Cavey

Oct 5, 2026 • 2 min read

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Last week, next week

China's incremental policy is unlikely to move the cycle. Japan's nominal growth is strong enough to make the October BOJ meeting interesting. In Korea, the mainstream MPC view of one hike in the next 6M looks light. The revival in property sentiment in Taiwan is important given negative real rates.

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East Asia Today

Inflation in the full Tankan was stronger than in the summary, and actual CPI for Tokyo for September showed signs of broadening too. Korea September CPI was also strong, though more cost-push than demand-pull. Taiwan's property market remained weak in September. However, sales are up from the lows.

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Japan – stronger inflation

I have been thinking that underlying inflation remains modest compared with headline. That is still true, but today's inflation data were strong. Tankan price measures for all firms were firmer than for large firms alone. And Tokyo September inflation was broad as well as strong.