Japan Economics Focus Is the Japanese consumer flagging? Recent monthly indicators from the consumer sector have been surprisingly weak. This contrasts with the strength of household spending in the GDP data over the last year or so, and raises concerns... 30th August 2006 · 1 min read
Japan Economics Focus What does the inflation outlook imply for Japanese rates? The markets appear increasingly complacent over the outlook for Japanese interest rates. In part this reflects three common misunderstandings about the inflation data: the impact of base year... 22nd August 2006 · 1 min read
Japan Economics Focus Tankan survey paves the way for rise in Japanese interest rates Today’s strong Tankan survey of business confidence in the second quarter paves the way for the Bank of Japan (BoJ) to raise interest rates, most likely at its next meeting on July 14th. Although most... 3rd July 2006 · 1 min read
Japan Economics Focus Domestic demand set to drive Japan’s growth Net exports have played an important role in supporting Japan’s economic recovery, contributing around 30% of the increase in GDP since 2002. This has raised concerns over the vulnerability of the... 15th March 2006 · 1 min read
Japan Economics Focus Japan to escape deflation this year Both the Bank of Japan and the consensus of outside forecasters expect deflation to persist in Japan well into 2006. In contrast, we expect inflation to return this year. With next-to-nothing in terms... 15th May 2005 · 1 min read
