Paul Cavey

Japan – softer headline, firm core

Last week, this week

Public Post

Taiwan – what voters should ask about the economy

This note is a bit different to our usual offering. It is still relevant to investors, but it is more of a guide to the economic issues that I would be thinking about if I were a voter in Taiwan. That includes one observation, and five questions that politicians should be answering.

Taiwan – still sluggish

Japan – the BOJ's cautious bullishness

China – PMI and PSL offer potential

Korea - still no change

Last week, next week

China – a positive risk amid the gloom

Taiwan – firmly on hold

Japan – tight labour, sticky inflation

China – credit ratio high, M1 low

Korea – peak tightness, but no slack yet

Taiwan – wage growth still decent

Region – KWD v TWD

Last week, next week

Japan – the gradual rise in wages

China – deflation in November

China – trade not up, but not weak

Japan – ageing hits

Taiwan – inflation down, not yet out

Japan – tightening to loosen

Japan – past the inflation peak

Korea – CPI slowing again

Last week, next week