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This article appears in multiple services — 21 Feb, 2012New forecasts for the yen Japan Economics > Japan Chart Book — 21 Feb, 2012Good start to 2012 but from a low base Japan Economics > Japan Economics Update — 20 Feb, 2012Chinese New Year hits exports but trade deficit to continue Japan Economics > Japan Economics Weekly — 20 Feb, 2012Additional monetary easing is not enough 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 Weekly — 13 Feb, 2012A closer look at the income account 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 > Bank of Japan Watch — 07 Feb, 2012Intervention moving up the agenda

Japan Economics > Japan Economics Weekly — 06 Feb, 2012Finance Ministry poised to act (unsuccessfully)Japan Economics > Japan Economics Update — 31 Jan, 2012Output stronger than expected but difficulties remain Japan Economics > Japan Economics Weekly — 30 Jan, 2012Power uncertainty will accelerate hollowing out Global Economics > Global Economics Update — 25 Jan, 2012Global growth prospects - where we differ from consensus Japan Economics > Japan Economics Update — 25 Jan, 2012The end of Japan’s trade surpluses Global Economics > Capital Markets Analyst — 24 Jan, 2012Market implications of an EMU break-up Japan Economics > Japan Chart Book — 23 Jan, 2012Activity weak and outlook uncertain Japan Economics > Japan Economics Weekly — 23 Jan, 2012Does talk of euro intervention make sense?Japan Economics > Bank of Japan Watch — 19 Jan, 2012GDP & inflation forecasts downgrade Global Economics > Global Economic Outlook — 16 Jan, 2012Farewell to the euro

Japan Economics > Japan Economics Update — 16 Jan, 2012Rebound in orders doesn’t herald rising capex Japan Economics > Japan Economics Weekly — 16 Jan, 2012Edging closer to a tipping point Japan Economics > Japan Economics Update — 12 Jan, 2012December pick-up in activity is unlikely to last Japan Economics > Japan Economics Weekly — 09 Jan, 2012Large external surpluses are now history Japan Economics > Japan Economics Weekly — 22 Dec, 2011A look back at 2011 Japan Economics > Japan Economics Update — 21 Dec, 2011Falling exports point to GDP contraction in Q4 Japan Economics > Japan Chart Book — 20 Dec, 2011Fading momentum points to slower growth Japan Economics > Japan Economics Weekly — 19 Dec, 2011Growth to disappoint in 2012 Japan Economics > Japan Economics Update — 15 Dec, 2011Global weakness prompts downgrade of GDP forecast Japan Economics > Japan Economics Focus — 13 Dec, 2011Will Japan be the next domino to fall?

Japan Economics > Japan Data Response — 12 Dec, 2011Consumer Confidence (Nov.)Japan Economics > Japan Economics Weekly — 12 Dec, 2011Strong yen undermining efforts to control inflation 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 Weekly — 05 Dec, 2011Government relying on depleted fiscal firepower 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 Weekly — 28 Nov, 2011A warning shot over public finances Japan Economics > Japan Chart Book — 22 Nov, 2011Activity weak and business sentiment fragile Japan Economics > Japan Economics Update — 21 Nov, 2011Exports will likely be a drag on GDP

Japan Economics > Japan Economics Weekly — 21 Nov, 2011Another blow for the auto industry Japan Economics > Japan Economics Weekly — 14 Nov, 2011Japan still a long way from joining free-trade pact Japan Economics > Japan Economics Update — 10 Nov, 2011Capital spending coming under pressure Japan Economics > Bank of Japan Watch — 10 Nov, 2011What next for the Asset Purchase Program?Japan Economics > Japan Economics Update — 09 Nov, 2011An improvement in October but recovery still fragile Japan Economics > Japan Economics Weekly — 07 Nov, 2011The success (or otherwise) of yen intervention This article appears in multiple services — 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 Weekly — 31 Oct, 2011Disappointing end to an unimpressive Q3 Japan Economics > Japan Economics Update — 27 Oct, 2011BoJ expands asset purchases but needs to do more

Japan Economics > Bank of Japan Watch — 26 Oct, 2011Forecast downgrade and further easing, with a twist This article appears in multiple services — 26 Oct, 2011Yen to strengthen to 60 against the dollar Japan Economics > Japan Data Response — 25 Oct, 2011SME Business Confidence (Oct.)Japan Economics > Japan Economics Update — 24 Oct, 2011Households' and firms' borrowing remains depressed Japan Economics > Japan Economics Weekly — 24 Oct, 2011Will GDP get a boost from house building activity?Global Economics > Global Economic Outlook — 19 Oct, 2011Growing risk of another recession Japan Economics > Japan Chart Book — 19 Oct, 2011Momentum fading amid fragile confidence Japan Economics > Japan Economics Weekly — 17 Oct, 2011What can we learn from consumer confidence?Japan Economics > Japan Economics Update — 13 Oct, 2011Lending continuing to recover Japan Economics > Japan Data Response — 12 Oct, 2011Machinery Orders (Aug.)

Japan Economics > Japan Economics Weekly — 10 Oct, 2011GDP forecasts revised down 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 Weekly — 03 Oct, 2011Stimulus needed to prevent treble-dip Japan Economics > Bank of Japan Watch — 29 Sep, 2011Policy on hold ahead of forecast updates in late October Japan Economics > Japan Economics Update — 29 Sep, 2011Retail sales slump due to special factors but outlook weak Global Economics > Global Markets Update — 27 Sep, 2011Just how safe is the yen?Japan Economics > Japan Data Response — 27 Sep, 2011SME Business Confidence (Sep.)Japan Economics > Japan Economics Weekly — 26 Sep, 2011Bank of Japan not government could turn the yen

Japan Economics > Japan Chart Book — 22 Sep, 2011Activity leveling off in second half of Q3 Japan Economics > Japan Economics Update — 21 Sep, 2011Exports struggle with weak global economy & strong yen Japan Economics > Japan Economics Weekly — 19 Sep, 2011“Operation Twist” not so pivotal for the yen Japan Economics > Japan Economics Update — 12 Sep, 2011Recession appears over but any recovery is fragile Japan Economics > Japan Economics Weekly — 12 Sep, 2011Nervous households have much to be nervous about Japan Economics > Japan Data Response — 08 Sep, 2011EWS (Aug) & Machinery Orders (Jul)Japan Economics > Japan Economics Update — 06 Sep, 2011Will Japan follow Switzerland and cap the yen?Japan Economics > Japan Economics Weekly — 05 Sep, 2011Vehicle sales: a good indicator of retail spending?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 Weekly — 29 Aug, 2011Growth and inflation: where next?Japan Economics > Japan Economics Update — 24 Aug, 2011Two (very different) scenarios for the yen Japan Economics > Japan Chart Book — 23 Aug, 2011Turbulent times in the markets Japan Economics > Japan Economics Weekly — 22 Aug, 2011What will Japan's policymakers do next?Japan Economics > Japan Economics Update — 18 Aug, 2011Exports will struggle as global economy stays weak Emerging Asia Economics > Emerging Asia Economics Update — 16 Aug, 2011Japanese imports from Asia have cooled Japan Economics > Japan Economics Update — 15 Aug, 2011Growth to resume in H2, but headwinds linger Japan Economics > Japan Economics Weekly — 15 Aug, 2011Still in the grip of deflation 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 Data Response — 09 Aug, 2011Consumer Confidence (July)Japan Economics > Japan Economics Weekly — 08 Aug, 2011Don’t overestimate the impact of a strong yen 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 > Bank of Japan Watch — 02 Aug, 2011Intervention increasingly likely as yen strengthens further Japan Economics > Japan Data Response — 01 Aug, 2011Vehicle Sales (July)Japan Economics > Japan Economics Weekly — 01 Aug, 2011What to make of a strong yen

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 Data Response — 26 Jul, 2011Small Business Confidence (July)Japan Economics > Japan Economics Weekly — 25 Jul, 2011No escape from deflation Japan Economics > Japan Economics Update — 21 Jul, 2011Export jump in June supports recovery Japan Economics > Japan Chart Book — 21 Jul, 2011Recovery levelling off Japan Economics > Japan Economics Update — 20 Jul, 2011Lending survey indicates moderate recovery in Q3 Japan Economics > Japan Economics Weekly — 18 Jul, 2011Trying to keep the lights on Japan Economics > Japan Economics Update — 12 Jul, 2011Bank of Japan still (too) optimistic about growth Japan Economics > Japan Data Response — 11 Jul, 2011Consumer Confidence (Jun.)

Japan Economics > Japan Economics Weekly — 11 Jul, 2011GDP forecasts refreshed Japan Economics > Japan Data Response — 08 Jul, 2011Economy Watchers Survey & Bank Lending (Jun.)Japan Economics > Japan Data Response — 07 Jul, 2011Machinery Orders (May)Japan Economics > Japan Data Response — 05 Jul, 2011Services PMI (Jun.) & Labour Cash Earnings (May)Japan Economics > Japan Economics Weekly — 04 Jul, 2011A closer look at the Tankan Japan Economics > Japan Data Response — 30 Jun, 2011Manufacturing PMI (Jun.) & Vehicle Production (May)Japan Economics > Japan Data Response — 29 Jun, 2011Industrial Production (May)Japan Economics > Japan Data Response — 28 Jun, 2011Retail Sales (May) & SME Confidence (Jun.)Japan Economics > Japan Economics Weekly — 27 Jun, 2011Japan-China trade: explaining the double deficit Japan Economics > Japan Economics Focus — 23 Jun, 2011The earthquake, electricity and the economy

Japan Economics > Japan Chart Book — 22 Jun, 2011Worst over but recovery still fragile Japan Economics > Japan Economics Update — 20 Jun, 2011Is the Bank of Japan propping up the equity market?Japan Economics > Japan Data Response — 20 Jun, 2011External Trade (May)Japan Economics > Japan Economics Weekly — 20 Jun, 2011New budget, same old problems Japan Economics > Japan Data Response — 13 Jun, 2011Machinery Orders (Apr.)Japan Economics > Japan Economics Weekly — 13 Jun, 2011Bank lending on course to rise again Japan Economics > Bank of Japan Watch — 10 Jun, 2011Board not yet ready to heed IMF advice Japan Economics > Japan Data Response — 09 Jun, 2011Q1 GDP (2nd Est.) & Consumer Confidence (May)Japan Economics > Japan Data Response — 08 Jun, 2011Current account, bank lending (Apr.) & EWS (May)Global Economics > Global Markets Update — 06 Jun, 2011What next for Japan's stock market?

Japan Economics > Japan Economics Weekly — 06 Jun, 2011Auto sector moving up a gear 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 Data Response — 30 May, 2011Small Business Confidence (May)Japan Economics > Japan Economics Weekly — 30 May, 2011Labour data still to feel full impact of earthquake Japan Economics > Japan Data Response — 27 May, 2011CPI & Retail Sales (Apr.)Japan Economics > Japan Economics Update — 25 May, 2011Falling exports turn trade balance negative Japan Economics > Japan Economics Weekly — 23 May, 2011A long way down Japan Economics > Japan Economics Update — 20 May, 2011Bank of Japan to announce further easing by year-end Japan Economics > Japan Chart Book — 20 May, 2011A long way from recovery

Japan Economics > Japan Data Response — 19 May, 2011GDP (Q1)Japan Economics > Japan Data Response — 16 May, 2011Consumer Confidence (Apr.)Japan Economics > Japan Economics Weekly — 16 May, 2011Recession confirmed?Japan Economics > Japan Data Response — 12 May, 2011Economy Watchers' Survey & Bank Lending (Apr.)Global Economics > Global Markets Update — 11 May, 2011Yen likely to weaken sharply again Japan Economics > Japan Economics Weekly — 09 May, 2011How useful are the PMI surveys?Japan Economics > Japan Economics Weekly — 02 May, 2011Two positives for Golden Week Japan Economics > Japan Chart Book — 28 Apr, 2011Output and spending plummet Japan Economics > Japan Economics Update — 28 Apr, 2011Bank of Japan's forecasts too sanguine Japan Economics > Japan Data Response — 27 Apr, 2011Retail Sales (Mar.)

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