Paul Cavey

Last week, next week

China – PMIs lifted by prices

Japan – a hint of rising real wages

China – living without the US

Korea – still no export rebound

Last week, next week

Taiwan – CBC on hold

Japan – services slowing

Region – monthly chart pack

Region – still no upturn in exports

Taiwan – the relevance of this week's CBC meeting

Last week, next week

China – stability, but not in property

Region – cycle themes

Japan – renewed labour market tightening?

Korea – unemployment down again

China – credit less bad

Last week, next week

Taiwan – sideways, with upside risks

China – firmer prices

Japan – Taking stock

The post-covid recovery is still early, with domestic demand still weak. Full-time wage growth isn't changing much, but in July, part-time wages grew 4% YoY. That isn't enough when commodity price inflation is picking up, and means renewed pressure for JPY intervention.

Region – understanding Japan's 1990s stagnation

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China – no change

Taiwan – inflation holding up

Korea – CPI and tightening risk rises