Asia Key Issues
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Once again, Chinese January data released so far suggest that the Phase One trade deal was the dominant factor dictating activity for the first two- thirds of the month, with the virus becoming a real consideration only in the last third.... More by Freya Beamish
Japan's money and credit data have shown signs of life in recent months, but that's all set to change quickly, due to the disruptions caused by the outbreak of the coronavirus.... More by Freya Beamish
The clear threat to demand posed by the coronavirus and China's efforts at containment have sent a shock wave through commodities markets.... More by Freya Beamish
Nobody knows the damage China's virus- containment efforts will have on GDP, and we probably never will, for sure, given the opacity of the statistics.... More by Freya Beamish
Korea's trade data for January provided the first real glimpse of the potential hit to international flows from the disruptions caused by the outbreak of the coronavirus.... More by Freya Beamish
We've previously highlighted the pro-cyclical elements of the BoJ's framework, but it's worth repeating, when an economic shock comes along.... More by Freya Beamish
The PBoC yesterday cut its 7-day and 14-day reverse repo rate by 10bp, to 2.40% and 2.55% respectively, while injecting RMB 1.2T through open market operations.... More by Freya Beamish
The Bank of Korea's two main monthly economic surveys were very perky in January.... More by Freya Beamish
Japan is one of the countries most exposed to economic damage from the coronavirus.... More by Freya Beamish
The extent of shut downs within China is now reaching extreme levels, going far beyond services and threatening demand for commodities, as well as posing a severe risk to the nascent upturn in the tech cycle.... More by Freya Beamish
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