East Asia Econ

Taiwan – still sluggish

Japan – the BOJ's cautious bullishness

China – PMI and PSL offer potential

Korea - still no change

Last week, next week

China – a positive risk amid the gloom

Taiwan – firmly on hold

Japan – tight labour, sticky inflation

China – credit ratio high, M1 low

Korea – peak tightness, but no slack yet

Taiwan – wage growth still decent

Region – KWD v TWD

Last week, next week

Japan – the gradual rise in wages

China – deflation in November

China – trade not up, but not weak

Japan – ageing hits

Taiwan – inflation down, not yet out

Japan – tightening to loosen

Korea – CPI slowing again

Region – manufacturing cycle

Japan – deficient labour demand

China – soft floor, hard ceiling

Korea – actually, a bit doveish

China – PMIs drop further