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Weekly summary

  • Paul Cavey

Paul Cavey

May 8, 2022

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Japan – three scenarios for the JPY
Public Post

Japan – three scenarios for the JPY

My latest video, discussing the JPY outlook in the context of this year's two shocks: tariffs, obviously, but also the rebound in inflation that caused a new sharp fall in consumer confidence. The risk from US policy is still growing, but, importantly, the rebound in prices is losing momentum.
Jul 15, 2025 1 min read
China – nominal momentum still weak

China – nominal momentum still weak

Jul 15, 2025 2 min read
China – property prices weaker again

China – property prices weaker again

Jul 15, 2025 1 min read
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