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
Subscribers Only
Region – not much momentum
Today's PMI round points to a modest rebound in activity and exports in November, but not by enough to think the manufacturing cycle is really regaining momentum. Price pressures also feel subdued, though in this Japan is an exception, with "intensified" output price inflation in November.
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 – Plaza II
Beijing will be very wary of all the talk of a Plaza II agreement. Plaza I is widely seen as a successful effort to stop Japan's economic rise. That imbalances have nonetheless persisted suggests US macro policy has a role to play, but why would US promises to get fiscal under control be credible?
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.
Subscribers Only
Region – consumption is weak, but not where you think
Some analysis of the weakness of consumption in Asia. As the opening chart suggests, the big underperformer isn't either China or Japan, but rather Korea. The clear outperformer is Taiwan.
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.