Paul Cavey

Region – manufacturing cycle

Japan – deficient labour demand

China – soft floor, hard ceiling

Korea – actually, a bit doveish

China – PMIs drop further

Korea – not much change

Last week, next week

Taiwan – weaker consumption, stronger exports

Japan – blame politicians, not firms

Japan – inflation a little softer, services firm

Region – slow export turn

Last week, next week

Region – export cycle inflecting

China – prices and policy

Japan – GDP back below pre-covid

China – muddling through for now

Korea – on hold

China – M1 falling

Last week, next week

Taiwan – a touch slower

China – inflation back down again

Japan – pity the pensioners

Japan – wage growth decent, but not faster

China – exports stable, imports up

Last week, next week