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[@eastasiaecon](/creator/twitter/eastasiaecon)
"Is it really necessary to talk about Sanae-nomics Abenomics was already a stretch both linguistically and content-wise given it was as really all about monetary easing"  
[X Link](https://x.com/eastasiaecon/status/1975392524203401475) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-07T02:47Z XXX followers, 2159 engagements


"This fall might be what is expected given all the reasons @robin_j_brooks cites But to me the case isn't as strong as it first looks. X reasons: X. The chart (I think) is in CNY terms and the CNY has strengthened a bit. In USD terms prices have been rangebound for X years"  
[X Link](https://x.com/eastasiaecon/status/1979078378172092802) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-17T06:53Z XXX followers, 3016 engagements


"The high level of household debt isn't just a structural issue for Korea. It is also a big factor for decisions about cyclical policy with the BOK always concerned that the lower interest rates that are needed to help the economy also inflate the housing bubble"  
[X Link](https://x.com/eastasiaecon/status/1978793407603527870) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-16T12:01Z XXX followers, XXX engagements


"@japan_guru_x Conventional wisdom is LDP wants to avoid new election because 1) it has done badly in the last two 2) will be weaker still without Komeito and 3) and cost of living crisis intensifies whenever $JPY rises. Whats the argument for those being wrong"  
[X Link](https://x.com/eastasiaecon/status/1977714517892116532) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-13T12:34Z XXX followers, XXX engagements


"@robin_j_brooks @OrlovProvince What data are you looking at to show that It isnt obvious to me"  
[X Link](https://x.com/eastasiaecon/status/1978304271037690016) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-15T03:37Z XXX followers, XX engagements


"China the case for higher rates For the first time since 2021 my models show a fall in the probability of easing. The backdrop is effective monetary policy: inflation is low but there aren't signs of rising real rates. For now my base case is rates stop falling. For rates to rise inflation needs to show up outside of equities. #China #ChinaEconomy"  
[X Link](https://x.com/eastasiaecon/status/1978396947867210005) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-15T09:46Z XXX followers, XXX engagements


"2. The diversification of export markets shown evident in China's trade data didn't begin with the latest round of tariffs. It has been going on since 2022"  
[X Link](https://x.com/eastasiaecon/status/1979078381980226038) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-17T06:53Z XXX followers, XX engagements


"3. China's USD px are down a lot since then. But they'd risen just as much in the X years before that. And that is part of the overall global price cycle. Relative to Asia-ex China doesn't look like an outlier"  
[X Link](https://x.com/eastasiaecon/status/1979078385495052349) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-17T06:53Z XXX followers, XXX engagements


"So for me falling CNY export pxs don't prove China is using heavy discounting. You could argue that is about to happen or that the data don't tell the real picture. Both are believable but are different arguments. This isn't to claim that China's exports are anything but very strong"  
[X Link](https://x.com/eastasiaecon/status/1979078388951454152) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-17T06:53Z XXX followers, XXX engagements


"Japan PPI rising again In September even before the renewed JPY depreciation of the last week PPI inflation rose. By raising import prices USDJPY back above XXX will mean input price inflation remains stronger for longer. The (relative) hawks at the BOJ will be becoming more convinced that inflation is sustainable. #Japan #JapanEconomy"  
[X Link](https://x.com/eastasiaecon/status/1976530395664470040) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-10T06:09Z XXX followers, XXX engagements


"It is supposed to be autumn in Taiwan"  
[X Link](https://x.com/eastasiaecon/status/1979096271223759005) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-17T08:04Z XXX followers, XXX engagements


"@askrypec Hi Anton Sorry annual data so should be December 2025 for TSMC sales December 2024 for Taiwan exports"  
[X Link](https://x.com/eastasiaecon/status/1979124518682513634) [@eastasiaecon](/creator/x/eastasiaecon) 2025-10-17T09:57Z XXX followers, XX engagements