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Region – monthly slide pack

An update of our regional slide pack.

Paul Cavey

Jul 1, 2024 • 1 min read

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QTC: Japan – consumption grows again

The recovery in Q2 GDP was driven by consumption, and the BOJ's monthly proxy for PCE suggests growth has continued into Q3. Today's data show consumption grew in both June and July, the first two consecutive months of growth in almost a year.

Sep 6, 2024 1 min read

QTC: China: PPI rolling over again

It can be seen in the PMI and 10-D upstream prices: the mild firming of PPI of 1H24 is now rolling over. It is also evident in global commodity prices, so this isn't a China-specific phenomenon. But when inflation is already so low, it matters more for macro in China. Click to see the other charts.

Sep 6, 2024 1 min read

QTC: Taiwan

There's probably some noise in today's data showing a big fall in August, but the general decline in core inflation in the last few months will be allowing the CBC, like the BOK, to become more relaxed about the outlook for prices.

Sep 5, 2024 1 min read

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