We're expecting industrial production to rebound strongly in February. Even so, industrial output will still slump this quarter, pointing to a larger q/q fall in Q1 GDP than we’re forecasting. However...

The unemployment fell slightly in January but we’re still expecting it to rise through mid-year due to an economic downturn. Meanwhile, energy inflation fell by less than we expected in Tokyo as...

Stronger-than-expected inflation and activity data have fuelled a further rebound in developed market (DM) government bond yields, posing upside risks to our policy rate forecasts. Even so, we think...