Japan Economics Update Strong finish to 2007 sets Japan up nicely for 2008 The surge in GDP at the end of 2007 supports our non-consensus view that, rather than heading for recession, Japan will be the only major economy to grow at least as quickly this year as last. It... 14th February 2008 · 1 min read
Japan Economics Update Recovery in construction to help rescue Japanese GDP The latest housing starts data should (but perhaps won’t) quieten talk that Japan is heading into recession. Indeed, we are increasingly confident that a sustained recovery in the construction sector... 31st January 2008 · 1 min read
Japan Economics Update What’s up with Japanese consumers? The surprise jump in household spending in December suggests that it is too soon to write-off the Japanese consumer. The labour market is also holding up rather better than many had expected and... 29th January 2008 · 1 min read
Japan Economics Update Bank of Japan signals next move in rates is still up The Bank of Japan left rates on hold after its regular meeting today, as was universally expected. The main interest therefore lies in the Bank’s latest assessment of the economy and in Governor Fukui... 22nd January 2008 · 1 min read
