Japan Rapid Response Japan GDP (Q3 24 Preliminary) The economy lost momentum in the third quarter and we think that GDP growth will remain around trend over the coming quarters 14th November 2024 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Sep. 24) 30th October 2024 · 2 mins read
Japan Rapid Response Japan Flash PMIs (Oct. 24) The sharp fall in the composite PMI to a 2-year low supports our view that the strong rebound in activity that started in Q2 will be more muted across the second half of the year. Today’s flash... 23rd October 2024 · 1 min read
Japan Rapid Response Japan Consumer Prices (Sep. 24) While the resumption of electricity subsidies resulted in a plunge in headline inflation in September, inflation excluding fresh food and energy rose to a three-month high and should remain around 2%... 18th October 2024 · 2 mins read
Japan Rapid Response Japan Labour Cash Earnings (August 24) Base pay rose the most since 1992 in August and we think it will continue to surge in the coming months. According to today’s preliminary estimate, labour cash earnings rose by 3.0 y/y in August. That... 7th October 2024 · 2 mins read
Japan Rapid Response Tankan (Q3 2024) The slight rise in business conditions across all firm sizes in the latest Tankan suggests that the robust rebound in activity in Q2 will continue into Q3. The Tankan’s headline index of business... 30th September 2024 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Aug. 24) 30th September 2024 · 2 mins read
Japan Rapid Response Japan External Trade (August 2024) Even though the trade balance held up much better than most had anticipated in August, net trade will still provide a large drag on Q3 GDP growth. 17th September 2024 · 1 min read
Japan Rapid Response Japan Labour Cash Earnings (July 24) While weaker growth in bonus payments weighed on overall wage growth, base pay rose by the most since 1992 in July and we think it will continue to surge in the coming months. The preliminary estimate... 3rd September 2024 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Jul. 24) The July activity data suggest that the economic recovery continued in Q3 but shifted down at least one gear. 30th August 2024 · 2 mins read
