Japan Chart Pack Activity leveling off in second half of Q3 The Japanese economy appears to have largely overcome almost all the initial disruption caused by the earthquake and tsunami in March. As spending and output approach pre-disaster levels, momentum has... 23rd September 2011 · 1 min read
Japan Chart Pack Turbulent times in the markets Signs of economic recovery in Japan were overshadowed by a flight from risk in global financial markets which caused sharp movements in equity prices and bond yields. The continued strength of the yen... 24th August 2011 · 1 min read
Japan Chart Pack Recovery levelling off The economy showed further signs of recovery from the earthquake-induced slump at it approached the end of the second quarter. Looking ahead to Q3, survey based measures suggest the recovery is... 22nd July 2011 · 1 min read
Japan Chart Pack Worst over but recovery still fragile The economy weakened further at the start of the second quarter, although signs abound that a pick-up is just around the corner. Businesses are restoring production more quickly than was expected even... 23rd June 2011 · 1 min read
Japan Chart Pack A long way from recovery The detrimental impact of the earthquake and tsunami in March was sufficient to tip Japan into recession in the first quarter. Early evidence for the start of the second quarter shows no sign of a... 20th May 2011 · 1 min read
Japan Chart Pack Output and spending plummet The impact of the recent disaster has all but guaranteed that the economy will contract for a second successive quarter in Q1. Releases for March show plunging output, activity and spending, while... 28th April 2011 · 1 min read
Japan Chart Pack Economy fragile even before disaster struck Recent economic data releases have of course been overtaken by the tragedy of the earthquake and tsunami that hit Japan on 11 th March. This edition of our monthly chart book has therefore turned out... 24th March 2011 · 1 min read
Japan Chart Pack Stuck on the runway Officials and most commentators expect GDP to take off smoothly again in Q1 after the contraction in Q4. However, the latest monthly data suggest that Japan’s economy is taxiing on just one engine –... 25th February 2011 · 1 min read
Japan Chart Pack Jumps in growth and inflation unlikely to be sustained Japan’s economy grew more strongly than most had anticipated in the third quarter and inflation may even have turned positive at the beginning of the fourth. But neither development is likely to be... 23rd November 2010 · 1 min read
Japan Chart Pack Still on recovery path (Sep 10) Japan’s economy grew more than initially thought in the second quarter, although conditions will remain tough for some time given the ongoing global slowdown. Business and consumer confidence have... 13th September 2010 · 1 min read
Japan Chart Pack Momentum still positive but cracks appearing (Jul 10) Japan’s economy has recently been growing at an annualised rate of around 5%, so some slowdown from here is inevitable. The consumer and business confidence surveys suggest that momentum is holding up... 12th July 2010 · 1 min read
Japan Chart Pack Economic recovery helping to ease fiscal worries (May 10) The continued strength of the economic recovery is one important reason why market confidence in Japan’s ability to finance its huge public debt has remained fairly high. GDP appears to have grown at... 10th May 2010 · 1 min read
Japan Chart Pack 2010 looking good, but 2011 will be much worse (Mar 10) The strength at the end of last year has laid a firm foundation for 2010. With the latest survey evidence showing that momentum remains positive, we continue to expect GDP growth of around 3.0% this... 18th March 2010 · 1 min read
Japan Chart Pack Flying start to 2010, but ... (Feb 10) Our analysis suggests that Japan’s GDP grew by around 1.5% q/q in the fourth quarter of last year (preliminary official data will be released on 15th February). This would be roughly equivalent to 6.0... 4th February 2010 · 1 min read
Japan Chart Pack A good start to 2010 (Jan 10) The data released over the holiday period were mostly upbeat, with the early stabilisation in the labour market supporting consumer spending and external demand continuing to recover. The announcement... 5th January 2010 · 1 min read
Japan Chart Pack Plenty of life left in this recovery (Nov 09) Japanese equities may be on the defensive, pressured by policy uncertainty, fiscal worries and deflation fears, but the real economy is continuing to recover strongly. We expect GDP growth to surprise... 24th November 2009 · 1 min read