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Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Subscribers Only
Region – export trends and market implications
In LCU terms, there's little to choose between exports in the different economies. But in volumes, China and Taiwan are very strong, and Korea and Japan clearly lagging. This should have implications for CNY, TWD and KRW. For Japan, the significance is for macro if USDJPY turns.
Public Post
Region – Asia's dramatic demographics
A longer video discussing demographics, the area where Asia is most clearly leading the world. The changes in the population will clearly matter for economies, but Japan's experience shows the macro implications aren't necessarily what might be expected.
Subscribers Only
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Subscribers Only
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Members Only
Region – Back to the Future: East Asia and Trump 2.0
A video discussing Trump 2.0, Plaza and the outlook for East Asian economies.
Subscribers Only
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Subscribers Only
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.
Subscribers Only
Last week, next week
A summary of what happened on East Asia Econ last week, and what to look for in the next seven days. Highlights