Japan Rapid Response Japan Flash PMIs (Oct. 25) While the composite PMI softened in October, it still points to a healthy expansion in economic activity. 24th October 2025 · 2 mins read
Japan Rapid Response Japan Consumer Prices (Sep. 2025) Although underlying inflation softened somewhat in September, our sense is that there is still a strong case for the Bank of Japan to resume its tightening cycle. However, with policymakers still keen... 24th October 2025 · 2 mins read
Japan Rapid Response Japan Coalition Talks The departure of long-standing partner Komeito from Japan’s ruling coalition means that the election of Sanae Takaichi as PM is no longer guaranteed but we still expect her to declare victory... 10th October 2025 · 2 mins read
Japan Rapid Response Japan Labour Cash Earnings (Aug. 25) The sharp slowdown in wage growth in August largely reflects the end of the summer bonus season and regular earnings growth seems to be settling around 2%-2.5%. 8th October 2025 · 2 mins read
Japan Rapid Response Japan Tankan (Q3 25) The latest Tankan survey confirms that Japan’s economy is shrugging off trade tensions and supports our long-held view that the Bank of Japan will resume its tightening cycle this month. 1st October 2025 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Aug. 25) While the August activity data confirm that Japan’s GDP declined this quarter, that follows a strong performance over the past year and we doubt it will prevent the BoJ from resuming its tightening... 30th September 2025 · 2 mins read
Japan Rapid Response Japan Consumer Prices (Aug. 2025) The Bank of Japan will probably look past the ongoing fall in headline inflation, given that underlying inflation is holding up reasonably well. Accordingly, we still think there’s a case for the Bank... 19th September 2025 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (July 25) The July activity data were a mixed bag but on balance suggest that the economy will lose momentum this quarter. 29th August 2025 · 2 mins read
Japan Rapid Response Japan Consumer Prices (July 2025) Although inflation is likely to cool a bit further in the months ahead, it shouldn’t prevent the Bank of Japan from resuming its tightening cycle in October. 22nd August 2025 · 2 mins read
Japan Rapid Response Japan Flash PMIs (Aug. 25) While the strength in the composite PMI in August confirms that Japan’s economy is proving resilient to global trade tensions, there are early signs that external demand is weakening in earnest. 21st August 2025 · 2 mins read
Japan Rapid Response Japan External Trade (July 25) The July trade statistics suggest that higher US tariffs are still not having a major impact on Japan’s overall export performance, but we expect softer external demand to result in slower export... 20th August 2025 · 2 mins read
Japan Rapid Response Japan GDP (Q2 25 Preliminary) GDP growth rebounded more strongly last quarter than most had anticipated but we still expect a renewed slowdown over the coming quarters. 15th August 2025 · 2 mins read
