Japan Data Response Small Business Confidence (Nov.) Despite a small rise this month, small business confidence remains subdued. However, shrinking spare capacity and higher input costs point to rising price pressure. 26th November 2014 · 1 min read
Japan Data Response Flash Manufacturing PMI (November) While the flash manufacturing PMI edged lower in November, it still indicates that activity in the sector will continue to recover. 20th November 2014 · 1 min read
Japan Data Response External trade (Oct.) Japan’s trade deficit shrank in October, and is set to narrow further due to a falling energy import bill. 20th November 2014 · 1 min read
Japan Data Response GDP (Q3 Preliminary) The surprising fall in Q3 GDP suggests that PM Abe will call off the planned increase in the sales tax next October. 17th November 2014 · 1 min read
Japan Data Response Machinery Orders (Sep.) Despite the fourth monthly rise in machinery orders in a row, we still expect a small decline in business investment last quarter. However, sentiment surveys suggest that capital expenditure will... 13th November 2014 · 1 min read
Japan Data Response Economy Watchers Survey (Oct.) The sharp fall in the Economy Watchers Survey in October adds to other survey evidence pointing to a sluggish economic recovery. 11th November 2014 · 1 min read
Japan Data Response Consumer Confidence (Oct.) Consumer confidence fell for a third straight month in October and remains barely higher than immediately after the sales tax hike. 11th November 2014 · 1 min read
Japan Data Response Current Account (Sep.) The current account surplus climbed to a fresh high in September, and the weaker exchange rate should provide additional support in coming months. 11th November 2014 · 1 min read
Japan Data Response Labour Cash Earnings (Sep.) Wage growth slowed further in September, and will likely continue to fall short of inflation as the labour market is no longer tightening. 5th November 2014 · 1 min read
Japan Data Response Unemployment, Household Spending & Inflation (Sep.) The renewed rise in unemployment last month shows that the labour market is no longer tightening, and we think it will start to slacken in earnest soon. Meanwhile, inflation continues to slow, and... 31st October 2014 · 1 min read
Japan Data Response Industrial Production (Sep.) The surge in manufacturing output in September suggests that the sector has finally turned the corner, but a strong recovery is not on the cards. 29th October 2014 · 1 min read
Japan Data Response Small Business Confidence (Oct.) The third decline in small business confidence in a row suggests that the economy is not quite as strong as the jump in the flash manufacturing PMI in October indicated. 28th October 2014 · 1 min read
Japan Data Response Retail Sales (Sep.) The jump in retail sales in September confirms that private consumption is recovering from the slump caused by the sales tax hike. But wages will have to rise faster for spending to increase further. 28th October 2014 · 1 min read
Japan Data Response Flash Manufacturing PMI (October) The rebound in the flash manufacturing PMI in October indicates that industrial production should stop falling soon. 23rd October 2014 · 1 min read
Japan Data Response External trade (Sep.) Japan's trade deficit edged higher in September, against expectations, but a weaker yen, falling commodity prices and the sluggishness of domestic demand should combine to deliver a narrower deficit... 22nd October 2014 · 1 min read
Japan Data Response Consumer Confidence (Sep.) The continued decline in consumer confidence in September adds to the impression from last month’s business sentiment surveys that the recovery remains sluggish. 10th October 2014 · 1 min read
