Japan Rapid Response Japan External Trade (June 2024) While the widening of the trade deficit in June points to a sizeable drag from net exports on Q2 GDP growth, activity should still have rebounded last quarter. 17th July 2024 · 1 min read
Japan Rapid Response Japan Industrial Production (May) The strong rebound in industrial production in May suggests that Japan’s economy turned a turner this quarter, but if output falls as much as firms are expecting this month, that strength won’t last. 28th June 2024 · 2 mins read
Japan Rapid Response Japan Labour Market (May) & Tokyo CPI (June) The continued fall in the job-to-applicant ratio isn’t translating into a higher labour market and the bulk of the evidence suggests that the labour market has continued to tighten. And with... 28th June 2024 · 3 mins read
Japan Rapid Response Japan Consumer Prices (May 24) The jump in headline inflation in May mostly reflected electricity price hikes that have further to run. By contrast, underlying inflation continued to slow rapidly and it will fall below 2% over the... 21st June 2024 · 2 mins read
Japan Rapid Response Japan External Trade (May 2024) Trade volumes were little changed in May which suggests that net trade provided a small drag on GDP growth this quarter. 19th June 2024 · 1 min read
Japan Rapid Response Bank of Japan Meeting (Jun. 24) The Bank of Japan announced today that it will present a detailed plan for reducing its bond purchases at the upcoming meeting in July and we think it will also deliver a final policy rate hike then... 14th June 2024 · 2 mins read
Japan Rapid Response Japan Retail Sales & Industrial Production (Apr. 24) On balance, the modest decline in industrial production and the rebound in retail sales in April point to a decent rebound in GDP this quarter. 31st May 2024 · 2 mins read
Japan Rapid Response Japan Labour Market (Apr. 24) & Tokyo CPI (May 24) May’s rebound in inflation in Tokyo largely reflects a jump in electricity inflation that has further to run, but underlying inflation will continue to moderate. 31st May 2024 · 2 mins read
Japan Rapid Response Japan GDP (Q1 2024) The renewed drop in GDP in the first quarter mostly reflects production shutdowns at major carmakers and a pronounced rebound this quarter is very likely. And with services spending rebounding, the... 16th May 2024 · 3 mins read
