Public Post Japan – inflation pressures remain broad Quick Take Chart. Details of the BOJ's Tankan don't show a lessening of inflation. Rather, price pressures are warming up in non-manufacturing, and re-accelerating in manufacturing.
Public Post Japan – Tankan suggests higher inflation Lower energy subsidies will push up headline inflation in Japan in the coming months. More interesting is that output prices in the BOJ's Tankan survey point to underlying inflation also heading higher.
Public Post Korea – inflation slowing Headline inflation ticked up in March, but underlying measures slowed. Prices are still rising by over the BOK's 2% target, but the trend slowdown will allow the central bank to give more attention to the weak economy.
Public Post Taiwan – PMI still below 50 Taiwan's mfg PMI improved in March, but remained below 50. That means mfg in a mfg-led economy has now been contracting for almost two years, and yet unemployment is at 20-year lows, and core inflation at 20-year highs.
