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Jumps in growth and inflation unlikely to be sustained

Japan’s economy grew more strongly than most had anticipated in the third quarter and inflation may even have turned positive at the beginning of the fourth. But neither development is likely to be sustained. In contrast to the rest of Asia, Japan faces a long period of sluggish and occasionally negative growth, persistent deflation, rising fiscal risks and further monetary easing, which in turn points to further weakness in the yen.

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