Japan Data Response EWS (Aug) & Machinery Orders (Jul) The renewed falls in confidence revealed in the latest Economy Watchers’ Survey and the decline in machinery orders add to other recent evidence that Japan’s recovery is now faltering again after the... 9th September 2011 · 1 min read
Japan Data Response Consumer Confidence (July) Consumer confidence continued to recover in July, reaching its highest level since March. Consumers remain particularly concerned, however, about employment prospects leaving overall confidence some... 10th August 2011 · 1 min read
Japan Data Response Vehicle Sales (July) The dip in domestic vehicle sales in Japan in July looks like a speed bump on the road to recovery rather than anything more serious. Overall, the auto sector is rapidly getting back to normal with... 2nd August 2011 · 1 min read
Japan Data Response Small Business Confidence (July) Japan’s small firms continued on the road to recovery in July following the collapse in confidence in the aftermath of March’s disaster. Conditions improved significantly compared to June as supply... 27th July 2011 · 1 min read
Japan Data Response Consumer Confidence (Jun.) Consumer confidence remains low but is gradually rising from the depressed levels seen immediately following the recent disaster. Consumers remain particularly concerned about employment prospects and... 12th July 2011 · 1 min read
Japan Data Response Economy Watchers Survey & Bank Lending (Jun.) The Economy Watchers Survey bounced back in June, supporting other evidence that the economy continued to rebound through the end of Q2. The outlook component also improved but suggests the recovery... 9th July 2011 · 1 min read
Japan Data Response Machinery Orders (May) Core machinery orders have managed to avoid any negative fallout from March’s disaster and continued on their gentle upward trend in May. But they remain a long way below their pre-financial crisis... 8th July 2011 · 1 min read
Japan Data Response Services PMI (Jun.) & Labour Cash Earnings (May) The recovery in the services sector has not been as strong nor as quick as in the manufacturing sector. Momentum is fading as we enter Q3, but firms are optimistic that reconstruction efforts will... 6th July 2011 · 1 min read
Japan Data Response Manufacturing PMI (Jun.) & Vehicle Production (May) The latest survey evidence paints a picture of Japan’s economy well on the way to recovery. Much of the disruption caused by March’s disaster has now unwound and production is rapidly being restored... 1st July 2011 · 1 min read
Japan Data Response Industrial Production (May) Industrial output in Japan bounced back strongly in May, although not by as much as firms themselves had anticipated. The rapid recovery in vehicle production was the main driver, and is expected to... 30th June 2011 · 1 min read
Japan Data Response Retail Sales (May) & SME Confidence (Jun.) Retail sales have almost recovered to their pre-disaster level, but are unlikely to remain strong. Overall, sales are on a downward trend which is set to continue as unemployment rises and wages fall... 29th June 2011 · 1 min read
Japan Data Response External Trade (May) May's trade data suggest that the external sector was an even larger drag on Japan's GDP in Q2 than in Q1, but a closer look shows further signs of recovery from March's earthquake on a month by month... 21st June 2011 · 1 min read
Japan Data Response Machinery Orders (Apr.) Core machinery orders dipped in April but are expected to rebound over the rest of the second quarter. This is consistent with other evidence that the Japanese economy will return to growth in the... 14th June 2011 · 1 min read
Japan Data Response Q1 GDP (2nd Est.) & Consumer Confidence (May) The second estimate of Q1 GDP was essentially unchanged though the contraction in Q4 last year was revised up a notch. This confirmed that the Japanese economy is in recession. GDP will likely... 9th June 2011 · 1 min read
Japan Data Response Current account, bank lending (Apr.) & EWS (May) Japan’s current account surplus fell further in April, supporting what we already knew about the effect of the disaster on trade. Survey-based evidence suggests things are turning around with... 8th June 2011 · 1 min read
Japan Data Response Small Business Confidence (May) Japan's smaller firms continue to be hit hard by the fallout from March's earthquake. Business conditions did improve in May relative to April's post-disaster low and are expected to recover further... 30th May 2011 · 1 min read
