East Asia Econ
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East Asia Econ
Macro and market analysis of the world's largest economic region
Korea – more doveish, more quickly
Japan – not positive enough
Last week, next week
Japan – consumption at all-time high
China – services output up, but not much else
Region – consequences of reorienting to the US
Japan – BOJ still constructive, despite modestly softer data
Last week, next week
China – what have we learnt?
China – the consumption conundrum
Last week, next week
Japan – BOJ gets back to labour and wages
Region – consumption is weak, but not where you think
Japan – no surprises from the BOJ
China – PMIs: still a lot to do
China – profits fall sharply in September
Last week, next week
Japan – core inflation still at 2%
Korea – sluggish growth, but weakening KRW
China – crunch time for consumption
Taiwan – will TSMC break the TWD?
Last week, next week
Japan – what can the BOJ say now?
China – keep on muddling through
Korea – labour market still fairly tight
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