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Last week, next week

A summary of what happened on East Asia Econ last week, and what to look for in the next seven days.

Paul Cavey

Feb 10, 2025 • 5 min read

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Korea – exports still slowing

10-day data are never the most robust indicator, and particularly in February given the January holidays. Still, it is notable that there's no turnaround in the export slowdown that began in Q4. Indeed, adjusting for working days, exports have fallen this month for the first time since late 2023.

Feb 11, 2025 1 min read

Region – Asia's dramatic demographics

A longer video discussing demographics, the area where Asia is most clearly leading the world. The changes in the population will clearly matter for economies, but Japan's experience shows the macro implications aren't necessarily what might be expected.

Feb 10, 2025 3 min read

Japan – EW suggests stable growth

There's plenty of evidence that in nominal terms, the economy is growing strongly. After adjusting for prices, however, growth in real terms isn't nearly so impressive. The Economy Watchers survey today suggests RGDP is expanding, but no more quickly than it was before 2020.

Feb 10, 2025 1 min read

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