East Asia Econ
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East Asia Econ
Macro and market analysis of the world's largest economic region
Japan – wage growth stronger
Last week, next week
Korea – CPI down, but some seasonality
Region – PSL and PMIs
Region –monthly chart pack
Japan – more confident again
China – PMIs sideways
China – the surprising strength of imports
Last week, next week
China – not that bad
Japan – CPI lower, BOJ confident
Korea – still no oomph
Japan – the BOJ's labour market view
Japan – BOJ again more positive
Region – still only amber
Last week, this week
China – what confidence crisis?
Japan – no change for the BOJ
Lessons from Asia for China
China – PBC, not GDP
China - monetary impulse remains weak
China – sideways
Korea – incrementally doveish again
Region – export update
China – the case for a stronger CNY
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