Japan Rapid Response Japan Labour Cash Earnings (July 2026) With wage growth going from strength to strength, the case for the Bank of Japan to hasten the pace of tightening is becoming increasingly compelling. 8th September 2026 · 2 mins read
Japan Rapid Response Japan Flash PMI (Aug. 26) The strength in the August PMI adds to the case for the BoJ to hike interest rates as soon as next month. 21st August 2026 · 1 min read
Japan Rapid Response Japan Consumer Prices (July 2026) With underlying price pressures intensifying, we’re growing more confident in our view that the Bank of Japan will hike rates again at its meeting next month . 21st August 2026 · 2 mins read
Japan Rapid Response Japan GDP (Q2 26 Preliminary) GDP expanded at a decent pace in Q2 and with the government still limiting the pass-through from higher energy prices that should remain the case across the second half of the year. 17th August 2026 · 2 mins read
Japan Rapid Response Bank of Japan Meeting (Jul. 26) While the BoJ left interest rates unchanged as widely anticipated, the accompanying Outlook report was hawkish and we’re sticking to our non-consensus view that the Bank will lift interest rates to 2%... 31st July 2026 · 2 mins read
Japan Rapid Response Japan Activity, Labour Market (Jun. 26) & Tokyo CPI (July 26) The June activity data suggest that GDP rose at a robust pace last quarter, while there are early signs that higher energy costs are feeding through to consumer prices. 31st July 2026 · 2 mins read
Japan Rapid Response Japan Flash PMIs (Jul. 26) The June composite PMI suggests that the economy remains resilient and still points to a sharp acceleration in inflation. 24th July 2026 · 2 mins read
Japan Rapid Response Japan Consumer Prices (Jun. 26) While inflation remained below the Bank of Japan’s 2% target in June, the surge in producer price inflation points to a marked acceleration and we expect inflation to climb above 3% by early next year 24th July 2026 · 2 mins read
Japan Rapid Response Japan External Trade (Jun. 26) Japan’s crude oil imports rebounded strongly in June but with the Strait of Hormuz now closed again, they will remain below pre-war levels for a while yet. T 22nd July 2026 · 2 mins read
Japan Rapid Response Japan Labour Cash Earnings (May 2026) The slowdown in wage growth in May is unlikely to deter the Bank of Japan from tightening policy further in the months ahead. 7th July 2026 · 1 min read
Japan Rapid Response Japan Industrial Production & Labour Market (May 26) 30th June 2026 · 2 mins read
Japan Rapid Response Japan Consumer Prices (May 26) While the government’s fuel price caps have so far kept a lid on consumer prices, we expect the pass-through of higher energy costs to utilities charges and other goods and services to lift inflation... 19th June 2026 · 2 mins read
