Capital Economics

The leading macroeconomic research consultancy

Japan Economics Focus

Occasional “think pieces” on themes of current interest.

Sample - Does inflation offer a way out of the debt crisis?

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Articles
What more can the Bank of Japan do?Was Japan’s 2011 trade deficit a one-off?Will Japan be the next domino to fall?The earthquake, electricity and the economyDoes inflation offer a way out of the debt crisis?Does the contraction in bank credit signal a double-dip?Is the recovery in the labour market for real?Investment to drive the next stage of the recoveryA fresh look at the lessons from JapanTwo cheers for the DPJ
Is trouble lurking within Japan’s financial system?Japan heading for deflation againWhat’s really happening to Japanese wages?Construction rebound to help Japan steer well clear of recessionJapanese rates on hold until August, but risks still on the upsideIs the leading indicator a reliable signal of recession in Japan?Markets are complacent about upside risks to Japanese ratesWages pick-up to drive Japan’s inflation and interest rates higherBank of Japan makes the case for the next rate hikeTankan supports case for another hike in Japanese interest rates
Japan after KoizumiIs the Japanese consumer flagging?What does the inflation outlook imply for Japanese rates?Tankan survey paves the way for rise in Japanese interest ratesDomestic demand set to drive Japan’s growthJapan to escape deflation this year