Paul Cavey

Last week, next week

Region – manufacturing cycle

Japan – consumer confidence up again

China – confusing PMIs

Public Post

China: lessons from Taiwan

Our opinion piece today from Nikkei Asia.

Japan - stable inflation

Last week, next week

China – deflation: an underperforming export

Korea – incrementally doveish again

Region – the end of secular depreciation

A chart pack presenting a framework for regional currencies. We use secular JPY and TWD depreciation to lay out the framework; apply that to the CNY today; and finally, argue that there are reasons to think the structural weakening of the TWD and JPY is likely ending.

Korea – sideways

Last week, next week

Korea – supply-side shifts not big enough yet

Japan – negative consequences of JPY weakness

Korea – the job-rich recovery

Last week, next week

Japan – the BOJ's increasingly consistent line

China – PBC advice on how to think about "credit"

China – so-so credit, but an M1 bounce

Japan – warming up

China – deflation not intensifying

Region – as Korea, so the world?

Japan – wage growth stronger

Last week, next week

Korea – CPI down, but some seasonality