Higher-than-expected Japanese inflation in October, together with improvements in production and retail sales, suggests growth is bottoming out toward quarter-end, while price pressures continue to intensify. The Bank of Japan may consider an earlier rate increase
Taiwan's export growth has been rather dependent on demand from the US. Fortunately, the tariff hikes in August do not appear to be having a significant impact on Taiwan's exports to the US, at least not yet
South Korean manufacturing output, retail sales, and investment increased in July. As fiscal stimulus kicks in, activity is expected to strengthen further in the third quarter. But the boost could prove temporary as tariff headwinds curb exports and increase odds of a Bank of Korea rate cut
