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Japan Economics Update

Short and timely commentaries on economic or market issues and events.

Sample - Global weakness prompts downgrade of GDP forecast

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Japan Economics > Japan Economics Update — 23 May, 2012Bank of Japan still biased towards further easing Japan Economics > Japan Economics Update — 17 May, 2012Recovery in Japan too dependent on government support Japan Economics > Japan Economics Update — 10 May, 2012Economic outlook improving but challenges remain Japan Economics > Japan Economics Update — 02 May, 2012Rising wages could be a small bright spot for the economy Japan Economics > Japan Economics Update — 27 Apr, 2012Recovery appears to be faltering Japan Economics > Japan Economics Update — 27 Apr, 2012Bank of Japan plays a poor hand badly Japan Economics > Japan Economics Update — 20 Apr, 2012Pick-up in loan demand suggests policy already loose enough Japan Economics > Japan Economics Update — 19 Apr, 2012Net trade supports return to GDP growth in Q1 Japan Economics > Japan Economics Update — 10 Apr, 2012More easing coming, but will it work?Japan Economics > Japan Economics Update — 02 Apr, 2012Stagnant Tankan highlights risk of relapse in Japan

Japan Economics > Japan Economics Update — 29 Mar, 2012Retail sales jump flattered by temporary factors Japan Economics > Japan Economics Update — 27 Mar, 2012Tankan to signal return to anaemic growth Japan Economics > Japan Economics Update — 22 Mar, 2012Net exports on course to boost Q1 GDP Japan Economics > Japan Economics Update — 14 Mar, 2012Reconstruction to drive improvement in Business conditions Japan Economics > Japan Economics Update — 13 Mar, 2012Further monetary easing in the pipeline Japan Economics > Japan Economics Update — 12 Mar, 2012Fragile recovery still needs more policy support Japan Economics > Japan Economics Update — 08 Mar, 2012Current account deficit a one-off Japan Economics > Japan Economics Update — 29 Feb, 2012Industrial production points to a return to growth Japan Economics > Japan Economics Update — 28 Feb, 2012Jump in retail sales due to temporary factors Japan Economics > Japan Economics Update — 27 Feb, 2012A stronger yen likely to undermine Japan’s stock market

Japan Economics > Japan Economics Update — 21 Feb, 2012New forecasts for the yen Japan Economics > Japan Economics Update — 20 Feb, 2012Chinese New Year hits exports but trade deficit to continue Japan Economics > Japan Economics Update — 14 Feb, 2012BoJ easing and explicit target is step in right direction Japan Economics > Japan Economics Update — 13 Feb, 2012Japan’s stuttering economy to avoid technical recession Japan Economics > Japan Economics Update — 09 Feb, 2012Some more encouraging signs on investment & confidence Japan Economics > Japan Economics Update — 08 Feb, 2012Uncertain outlook overshadows improving output Japan Economics > Japan Economics Update — 31 Jan, 2012Output stronger than expected but difficulties remain Japan Economics > Japan Economics Update — 25 Jan, 2012The end of Japan’s trade surpluses Japan Economics > Japan Economics Update — 16 Jan, 2012Rebound in orders doesn’t herald rising capex Japan Economics > Japan Economics Update — 12 Jan, 2012December pick-up in activity is unlikely to last

Japan Economics > Japan Economics Update — 21 Dec, 2011Falling exports point to GDP contraction in Q4 Japan Economics > Japan Economics Update — 15 Dec, 2011Global weakness prompts downgrade of GDP forecast Japan Economics > Japan Economics Update — 09 Dec, 2011Rising risk of a triple dip Japan Economics > Japan Economics Update — 08 Dec, 2011Falling core orders could point to sharper slowdown Japan Economics > Japan Economics Update — 30 Nov, 2011Industrial production up, but no momentum Japan Economics > Japan Economics Update — 29 Nov, 2011Labour market fragile, but not deteriorating Japan Economics > Japan Economics Update — 21 Nov, 2011Exports will likely be a drag on GDP Japan Economics > Japan Economics Update — 10 Nov, 2011Capital spending coming under pressure Japan Economics > Japan Economics Update — 09 Nov, 2011An improvement in October but recovery still fragile Japan Economics > Japan Economics Update — 01 Nov, 2011Renewed yen strength to keep Japan’s stock market weak

Japan Economics > Japan Economics Update — 31 Oct, 2011Yen intervention could be a one day wonder Japan Economics > Japan Economics Update — 27 Oct, 2011BoJ expands asset purchases but needs to do more Japan Economics > Japan Economics Update — 26 Oct, 2011Yen to strengthen to 60 against the dollar Japan Economics > Japan Economics Update — 24 Oct, 2011Households' and firms' borrowing remains depressed Japan Economics > Japan Economics Update — 13 Oct, 2011Lending continuing to recover Japan Economics > Japan Economics Update — 05 Oct, 2011One last gasp in September before recovery peters out Japan Economics > Japan Economics Update — 04 Oct, 2011Spending under pressure from weak labour market Japan Economics > Japan Economics Update — 03 Oct, 2011Risks of a treble-dip growing as economy loses momentum Japan Economics > Japan Economics Update — 29 Sep, 2011Retail sales slump due to special factors but outlook weak Japan Economics > Japan Economics Update — 21 Sep, 2011Exports struggle with weak global economy & strong yen

Japan Economics > Japan Economics Update — 12 Sep, 2011Recession appears over but any recovery is fragile Japan Economics > Japan Economics Update — 06 Sep, 2011Will Japan follow Switzerland and cap the yen?Japan Economics > Japan Economics Update — 02 Sep, 2011Vehicle sales: a good indicator of retail spending?Japan Economics > Japan Economics Update — 31 Aug, 2011Industrial recovery peters out Japan Economics > Japan Economics Update — 30 Aug, 2011Old economic problems for a new leader Japan Economics > Japan Economics Update — 24 Aug, 2011Two (very different) scenarios for the yen Japan Economics > Japan Economics Update — 18 Aug, 2011Exports will struggle as global economy stays weak Japan Economics > Japan Economics Update — 15 Aug, 2011Growth to resume in H2, but headwinds linger Japan Economics > Japan Economics Update — 11 Aug, 2011Machinery orders jump but outlook appears weak Japan Economics > Japan Economics Update — 10 Aug, 2011Q2 GDP likely fell less than expected

Japan Economics > Japan Economics Update — 09 Aug, 2011What's next for the Bank of Japan?Japan Economics > Japan Economics Update — 04 Aug, 2011Will intervention weaken the yen for long?Japan Economics > Japan Economics Update — 03 Aug, 2011Services sector activity slows in July Japan Economics > Japan Economics Update — 02 Aug, 2011Earnings fall back even as hours rise Japan Economics > Japan Economics Update — 29 Jul, 2011Recovery on track as outlook brightens Japan Economics > Japan Economics Update — 28 Jul, 2011Strength in retail sales unlikely to last Japan Economics > Japan Economics Update — 21 Jul, 2011Export jump in June supports recovery Japan Economics > Japan Economics Update — 20 Jul, 2011Lending survey indicates moderate recovery in Q3 Japan Economics > Japan Economics Update — 12 Jul, 2011Bank of Japan still (too) optimistic about growth Japan Economics > Japan Economics Update — 20 Jun, 2011Is the Bank of Japan propping up the equity market?

Japan Economics > Japan Economics Update — 02 Jun, 2011Doubling of consumption tax still not enough Japan Economics > Japan Economics Update — 31 May, 2011Worst nearly over but recovery fragile Japan Economics > Japan Economics Update — 25 May, 2011Falling exports turn trade balance negative Japan Economics > Japan Economics Update — 20 May, 2011Bank of Japan to announce further easing by year-end Japan Economics > Japan Economics Update — 28 Apr, 2011Bank of Japan's forecasts too sanguine Japan Economics > Japan Economics Update — 20 Apr, 2011Exports drop after earthquake disruption Japan Economics > Japan Economics Update — 13 Apr, 2011Slump in consumer confidence to deepen recession Japan Economics > Japan Economics Update — 07 Apr, 2011Bank of Japan to "wait and see"Japan Economics > Japan Economics Update — 05 Apr, 2011Full year recession in 2011 Japan Economics > Japan Economics Update — 04 Apr, 2011Tankan before and after the earthquake

Japan Economics > Japan Economics Update — 29 Mar, 2011How will reconstruction be financed?Japan Economics > Japan Economics Update — 28 Mar, 2011When will the effects of the earthquake show in the data?Japan Economics > Japan Economics Update — 23 Mar, 2011GDP likely to contract for three quarters Japan Economics > Japan Economics Update — 23 Mar, 2011Natural disasters vs. financial shocks Japan Economics > Japan Economics Update — 17 Mar, 2011Longer recession, limited rebound Japan Economics > Japan Economics Update — 14 Mar, 2011Yen likely to weaken further in wake of disaster Japan Economics > Japan Economics Update — 11 Mar, 2011Earthquake increases chances of fiscal crisis Japan Economics > Japan Economics Update — 15 Feb, 2011Bank of Japan's assessment still too sanguine Japan Economics > Japan Economics Update — 02 Feb, 2011How much should we fear a consumption tax hike?Japan Economics > Japan Economics Update — 27 Jan, 2011Downgrade not catastrophic but fiscal crisis looms

Japan Economics > Japan Economics Update — 25 Jan, 2011Bank of Japan has more work to do Japan Economics > Japan Economics Update — 11 Jan, 2011Japan shuffles euro reserves as economy slides Japan Economics > Japan Economics Update — 16 Dec, 2010Two elephants leave no room for more fiscal stimulus Japan Economics > Japan Economics Update — 16 Nov, 2010Recovery too weak to end deflation Japan Economics > Japan Economics Update — 12 Nov, 2010Why don't households fear deflation?Japan Economics > Japan Economics Update — 05 Nov, 2010Will the G20 agree to current account targets?Japan Economics > Japan Economics Update — 28 Oct, 2010Is the Bank of Japan preparing to match the Fed's QE?Japan Economics > Japan Economics Update — 05 Oct, 2010What should we make of the BoJ's latest moves?Japan Economics > Japan Economics Update — 22 Sep, 2010Activity index suggests recovery back on track Japan Economics > Japan Economics Update — 07 Sep, 2010Bank of Japan turns more dovish

Japan Economics > Japan Economics Update — 31 Aug, 2010Bank of Japan's latest gesture fails to impress Japan Economics > Japan Economics Update — 25 Aug, 2010What can Japan do to stem the rise of the yen?Japan Economics > Japan Economics Update — 19 Aug, 2010Above-consensus growth may still not be good enough Japan Economics > Japan Economics Update — 10 Aug, 2010Bank of Japan unmoved by rising yen Japan Economics > Japan Economics Update — 29 Jul, 2010Underlying trends in retail spending still positive Japan Economics > Japan Economics Update — 21 Jul, 2010BoJ survey refutes claims of a credit crunch Japan Economics > Japan Economics Update — 20 Jul, 2010Japan’s short-lived trade surplus with China Japan Economics > Japan Economics Update — 15 Jul, 2010Bank of Japan errs on the side of caution Japan Economics > Japan Economics Update — 24 Jun, 2010A closer look at May’s trade data Japan Economics > Japan Economics Update — 17 Jun, 2010Fiscal plans fall well short

Japan Economics > Japan Economics Update — 15 Jun, 2010Bank of Japan sacrifices a little credibility Japan Economics > Japan Economics Update — 14 Jun, 2010Firms shrug off financial markets’ worries Japan Economics > Japan Economics Update — 08 Jun, 2010Japan to take the lead from the UK?Japan Economics > Japan Economics Update — 03 Jun, 2010Too soon to write off the recovery in investment Japan Economics > Japan Economics Update — 02 Jun, 2010Political risks to undermine yen further Japan Economics > Japan Economics Update — 24 May, 2010Europe’s crisis will not derail Japan’s recovery Japan Economics > Japan Economics Update — 21 May, 2010Bank of Japan straying into industrial policy Japan Economics > Japan Economics Update — 11 May, 2010What's really behind the weakness in bank lending?Japan Economics > Japan Economics Update — 30 Apr, 2010Bank of Japan leaves door open for further easing Japan Economics > Japan Economics Update — 15 Apr, 2010Could Japan sustain growth of 2%?

Japan Economics > Japan Economics Update — 07 Apr, 2010Bank of Japan rightly more positive on economy Japan Economics > Japan Economics Update — 26 Mar, 2010Credibility lost in the Post Japan Economics > Japan Economics Update — 23 Mar, 2010Which matters more – gross or net debt?Japan Economics > Japan Economics Update — 17 Mar, 2010Bank of Japan does the decent thing Japan Economics > Japan Economics Update — 04 Mar, 2010Recovery in investment remains on track Japan Economics > Japan Economics Update — 25 Feb, 2010Near-term outlook bright, but recession looms next year Japan Economics > Japan Economics Update — 22 Feb, 2010Is Japan the next Greece?Japan Economics > Japan Economics Update — 18 Feb, 2010Governor Shirakawa’s caution is not the last word Japan Economics > Japan Economics Update — 08 Feb, 2010What could the new seasonals mean for GDP?Japan Economics > Japan Economics Update — 08 Feb, 2010Monetary Indicators Monitor (Jan.)

Japan Economics > Japan Economics Update — 26 Jan, 2010BoJ sits tight as S&P issues credit warning Japan Economics > Japan Economics Update — 12 Jan, 2010Monetary Indicators Monitor (Dec.)Japan Economics > Japan Economics Update — 05 Jan, 2010GDP growth to top 3% this year Japan Economics > Japan Economics Update — 18 Dec, 2009Bank of Japan raises inflation sights, barely Japan Economics > Japan Economics Update — 08 Dec, 2009Fiscal stimulus small but perfectly formed Japan Economics > Japan Economics Update — 03 Dec, 2009Hopes of recovery in investment prove premature Japan Economics > Japan Economics Update — 01 Dec, 2009Bank of Japan’s gesture fails to impress Japan Economics > Japan Economics Update — 25 Nov, 2009Annual growth of exports positive again by January Japan Economics > Japan Economics Update — 10 Nov, 2009Is Japan’s recovery already faltering?Japan Economics > Japan Economics Update — 30 Oct, 2009Falling unemployment eases pressure on Bank of Japan

Japan Economics > Japan Economics Update — 22 Oct, 2009Japanese exports jump despite strong yen Japan Economics > Japan Economics Update — 14 Oct, 2009Bank of Japan in no rush for the exit Japan Economics > Japan Economics Update — 01 Oct, 2009Japan Tankan points to continued recovery Japan Economics > Japan Economics Update — 25 Sep, 2009What to look for in the Tankan Japan Economics > Japan Economics Update — 24 Sep, 2009Japanese exports continue to recover Japan Economics > Japan Economics Update — 28 Aug, 2009How big a worry is Japanese unemployment?Japan Economics > Japan Economics Update — 31 Jul, 2009Will deflation stall Japan’s recovery?Japan Economics > Japan Economics Update — 23 Jul, 2009Japan’s export rebound signals return to growth Japan Economics > Japan Economics Update — 15 Jul, 2009Bank of Japan growth forecasts nudged lower Japan Economics > Japan Economics Update — 13 Jul, 2009Japanese stimulus earns government a poor return

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