Talking Points
Helping to prepare you for the week ahead. Thoughts on Zhu Rongji. The yen continues to befuddle some economists.
The Asia Economist
A newsletter about Asian macro developments and prospects
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Talking Points
Helping to prepare you for the week ahead. Thoughts on Zhu Rongji. The yen continues to befuddle some economists.
Talking Points
Inflation reprieve in June likely to reverse in July. Semiconductor sales are slowing. RBI on hold, but for how long?
Talking Points
Inflation reprieve in June likely to reverse in July. Semiconductor sales are slowing. RBI on hold, but for how long?
Talking Points
The Fed delivers a dovish hold. Warsh seems OK with higher yields and volatility. FX intervention supports the yen but the won fell back as soon as it ended. I expect JPY to re-test 160 soon.
Talking Points
The Fed delivers a dovish hold. Warsh seems OK with higher yields and volatility. FX intervention supports the yen but the won fell back as soon as it ended. I expect JPY to re-test 160 soon.
Talking Points
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Talking Points
Rising oil prices and new tariff threats from Trump add to weaker equity market sentiment. BI keeps rates steady; BoJ remains committed to rate hikes even while inflation falls below target.
Talking Points
Export data show the growth impulse from AI may be weakening. Rising core inflation remains a challenge. Expect a BoK rate hike this week.
Talking Points
Export data show the growth impulse from AI may be weakening. Rising core inflation remains a challenge. Expect a BoK rate hike this week.