Japan Rapid Response Japan Tankan (Q1 2024) The slight fall in business conditions across all firm sizes in the latest Tankan suggests that a rapid recovery from the likely slump in Q1 GDP looks unlikely. 1st April 2024 · 3 mins read
Japan Rapid Response Japan Activity & Labour Market (Feb.) & Tokyo CPI (Mar.) With industrial output falling yet again in February following the plunge in January, GDP will fall sharply in the first quarter. 29th March 2024 · 2 mins read
Japan Rapid Response Japan External Trade (Feb. 24) The trade balance didn’t fall nearly as much as most had anticipated in February and net trade will only provide a small drag on Q1 GDP growth. 20th March 2024 · 2 mins read
Japan Rapid Response Bank of Japan Meeting (Mar. 23) The Bank of Japan ended ultra-loose monetary policy today but we don’t think it will raise its policy rate any further. 19th March 2024 · 2 mins read
Japan Rapid Response Japan GDP (Q4 Second Estimate) While the small rise in Q4 GDP should be followed by a renewed contraction this quarter, we doubt this will prevent the BoJ from ending negative interest rates by the of next month. 10th March 2024 · 2 mins read
Japan Rapid Response Japan Retail Sales & Industrial Production (Jan. 24) 28th February 2024 · 2 mins read
