Paul Cavey

Japan – solid Tankan

Last week, next week

China – uneasy recovery

Japan – consumption ticks up

Korea – activity still struggling

Korea – consumer confidence and price expectations sideways

China – past peak auto?

Last week, next week

Japan – stepping back into Shirakawa's world

China – could it just be a cycle?

China – the government's confident narrative

Last week, next week

China – sideways

Region – the structural rise in wages

Korea – talk of a "pivot"

Japan – long- and short-term corporate sentiment

Japan – the good and bad of the GDP revision

Last week, next week

China – perhaps core CPI hasn't dropped since covid

Taiwan – everything but exports

Japan – strong sentiment and wages, not consumption

China – could it just be a cycle?

Korea – headline CPI up, details not

Japan – inflation stable, cycle firm

Japan – stronger capex