Japan Chart Pack Japan Chart Pack (Feb. 2024) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. GDP has fallen for two consecutive quarters but we don’t think the economy is in recession and... 20th February 2024 · 1 min read
Japan Chart Pack Japan Chart Pack (Jan. 2024) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. We expect GDP growth to slow to a crawl this year, weighed down by weak consumption growth and... 17th January 2024 · 1 min read
Japan Chart Pack Japan Chart Pack (Dec. 2023) Our Japan Chart pack has been updated with the latest data and our analysis of recent developments. GDP growth should rebound modestly in the fourth quarter but we expect it will remain soft in 2024... 14th December 2023 · 1 min read
Japan Chart Pack Japan Chart Pack (Nov. 2023) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. GDP growth appears to have all but stalled in Q3 but that was after a very strong first half. There... 9th November 2023 · 1 min read
Japan Chart Pack Japan Chart Pack (Oct. 2023) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. With the economy growing at an above-trend pace, the labour market should soon start to tighten... 9th October 2023 · 1 min read
Japan Chart Pack Japan Chart Pack (Sep. 2023) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. We no longer expect the economy to enter a recession. But with real disposable incomes falling, we... 11th September 2023 · 1 min read
Japan Chart Pack Japan Chart Pack (Aug. 2023) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. We no longer expect the economy to enter a recession across the second half of the year. But with... 16th August 2023 · 1 min read
Japan Chart Pack Japan Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 11th July 2023 · 1 min read
Japan Chart Pack Bank of Japan kicking the can down the road Governor Ueda presided over his first policy meeting late last month and opted to keep all monetary policy settings, including Yield Curve Control (YCC), completely unchanged. To be sure, Mr Ueda also... 11th May 2023 · 11 mins read
Japan Chart Pack Governor Ueda to cull YCC as his first act Japan has escaped the recent banking turmoil in the US and Switzerland relatively unscathed. While banks face some risks arising from their lending exposure overseas, there are no signs of liquidity... 12th April 2023 · 11 mins read
Japan Chart Pack YCC still set to end with Ueda at the helm The government formally nominated Kazuo Ueda as the next Bank of Japan Governor at yesterday’s Diet session. Since the initial announcement of his candidature last Friday, analysts and investors have... 15th February 2023 · 11 mins read
Japan Chart Pack Increasing doubt over Yield Curve Control’s longevity In less than two months, we should know who will replace Bank of Japan Governor Kuroda Haruhiko, whose term ends on 8th April. Whoever replaces him will be under increasing pressure from the... 9th January 2023 · 11 mins read
Japan Chart Pack Surging inflation won’t last Headline inflation shot up to 3.7% y/y in October, the strongest since December 1990 while inflation excluding fresh food and energy rose from 1.8% to 2.5%. Although this puts inflation well above the... 21st November 2022 · 11 mins read
Japan Chart Pack Another intervention wouldn’t reverse yen weakness With the yen currently trading just below 149, it now appears to be a question of when and not if policymakers step in again. But as recent weeks and the Asian Financial Crisis have shown, such... 17th October 2022 · 11 mins read
Japan Chart Pack MoF sending stronger signals it could intervene Strong US CPI data this week triggered a renewed slide in the yen to the brink of 145 and warnings from the Ministry of Finance that it could intervene. The Bank of Japan is also reported to have... 14th September 2022 · 11 mins read
Japan Chart Pack Output will return to pre-virus trend eventually With a record virus wave sweeping across the country and consumer confidence slumping, we’re slashing our forecast for Q3 consumption growth from 0.8% to 0.2%. While the government has refrained from... 8th August 2022 · 10 mins read