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
Japan Rapid Response Japan Labour Cash Earnings (Jun. 2025) Although regular earnings growth has been struggling to gain momentum, we think it will do so before long. Accordingly, the data shouldn’t stand in the way of the Bank of Japan resume its tightening... 6th August 2025 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Jun. 25) The rebound in industrial production in June confirms that Japan’s economy is shrugging off trade tensions and should prompt the Bank of Japan to revise up their forecasts for GDP growth at its... 31st July 2025 · 2 mins read
Japan Rapid Response Trade deal points to resumption of BoJ tightening cycle this year The trade deal with the US announced today removes a key downside risk to Japan’s economy. And while the potential resignation of PM Ishiba creates political risks, our conviction that the Bank of... 23rd July 2025 · 2 mins read
Japan Rapid Response Japan Consumer Prices (June 2025) Underlying inflation remains elevated and is almost certain to overshoot the Bank of Japan’s forecasts. However, with trade tensions looming large over the economy, the risk remains that the BoJ will... 18th July 2025 · 2 mins read
Japan Rapid Response Japan External Trade (June 25) While overall exports are still holding up well, those to the US are plunging and we think soft global demand will result in a further decline over the coming quarters 17th July 2025 · 2 mins read
US Rapid Response Trump threatens to resurrect 25% tariffs on Japan and South Korea President Donald Trump has released the first of his “letters” threatening to impose country-specific tariffs of 25% on both Japan and South Korea from August 1 st, if those countries can’t reach a... 7th July 2025 · 2 mins read
Japan Rapid Response Japan Tankan (Q2 25) The Q2 Tankan survey showed that the economy is holding up well despite trade tensions, which supports our view that the Bank of Japan will resume its tightening cycle before the end of the year. 1st July 2025 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (May 25) 30th June 2025 · 2 mins read
Japan Rapid Response Japan Flash PMIs (June 25) With output expanding at a healthy pace and price pressures set to remain relatively firm, we continue to believe the Bank of Japan will deliver its next rate hike sooner than most anticipate. 23rd June 2025 · 2 mins read
Japan Rapid Response Japan Consumer Prices (May 25) Inflation is set to overshoot the Bank of Japan’s forecasts by a wide margin and we expect the Bank to resume its tightening cycle before the end of the year. 20th June 2025 · 2 mins read
Japan Rapid Response Japan External Trade (May 25) While US-bound exports kept falling in May, Japan’s overall exports were little changed and we estimate that net exports will be only be a small drag on Q2 GDP growth 18th June 2025 · 2 mins read
