East Asia Econ
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Paul Cavey
China – better-looking PMI
Korea – off the bottom
Korea – some resilience
China – the turn?
Japan – services PPI broadening
Last week, next week
Taiwan – stable UE more interesting than it looks
Japan – inflation broadening
Taiwan – another hike
Korea – exports still weakening
Taiwan – CBC to hold
China – trade ticks up
Last week, next week
What happened on East Asia Econ last week.
Japan – exports sideways
Taiwan – resilient wage growth
China - home price inflation returns
Korea – strong employment
China – soft growth
Japan – BSI solid
Last week, next week
Japan – 6/10, maybe 7
Taiwan – exports and inflation lower
China – stronger credit growth
China – softer inflation
Japan - wage growth slows
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