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East Asia Econ
Macro and market analysis of the world's largest economic region
Korea – supply-side shifts not big enough yet
Korea – the job-rich recovery
Korea – CPI down, but some seasonality
Korea – still no oomph
Korea – incrementally doveish again
Korea – thoughts on the BOK
Korea - still no change
Korea – peak tightness, but no slack yet
Region – KWD v TWD
Korea – CPI slowing again
Korea – actually, a bit doveish
Korea – not much change
Korea – on hold
Korea – inflation still uncomfortable
Korea – cycle update
Korea – on hold, but uncertain
Korea - Not much room for doves
Korea – inflation up again
Korea – still no export rebound
Korea – unemployment down again
Korea – CPI and tightening risk rises
Korea – prices firmer in August
Korea – BOK still hawkish
Korea – a little softer
Korea – employment softer
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