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Propped up by the pandemic, profit growth is returning to normal
Manufacturing props up Q4 growth as quarterly momentum improves
Industrial production sprints into the finish
Property was still a hefty headwind in December
A terrible month for the consumer
A modest policy salve
Trade data points to weaker Chinese demand
A hawkish hike from the BoK
In one line: Stronger money growth chiefly driven by fiscal efforts, as banks pull back
Food price growth turns negative once more
Industrial goods inflation wanes further
In one line: Reserves are still growing as the PBoC leans against currency strength
Transitory drivers work in the BoJ’s favour in December
Covid proves less damaging than expected to service sector activity
Domestic demand underpins a consensus-beating reading for Chinese manufacturing
The pandemic export boom fades further
A further tilt towards easing
Tinkering at the edges, but the elusive inflation target remains the focus
Kuroda leans into a weaker yen
Japanese exports jumped in November, amidst signs of reduced supply chain pressures.
Unfortunately, the outlook for December is dimming, thanks in part to Chinese Covid policy.
Omicron is set to renew supply disruptions, just as they were easing, but it will also weaken demand.
Further hope that bottlenecks are easing
Manufacturing output growth slows
Service sector slips from two-year high
November's data are a mixed bag, but investment weakness, led by property, is the main concern.
Infrastructure should begin to offset property soon, but manufacturing faces its own challenges.
Omicron has entered China, and will intensify the cycle of zero-Covid lockdowns.
Japan's Tankan survey points to an improvement in Q4, particularly outside manufacturing.
Success in containing Covid, for now, has boosted the services sector, and smaller firms are reviving.
Inflationary pressures continued to build in Q4, but will not disturb BoJ policy yet.
Getting Covid under control boosts Japanese non-manufacturing activity
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