Japan Rapid Response Japan Industrial Production & Retail Sales (Sep. 24) 31st October 2024 · 2 mins read
Japan Rapid Response Japan Flash PMIs (Oct. 24) The sharp fall in the composite PMI to a 2-year low supports our view that the strong rebound in activity that started in Q2 will be more muted across the second half of the year. Today’s flash... 24th October 2024 · 1 min read
Japan Rapid Response Japan Consumer Prices (Sep. 24) While the resumption of electricity subsidies resulted in a plunge in headline inflation in September, inflation excluding fresh food and energy rose to a three-month high and should remain around 2%... 18th October 2024 · 2 mins read
Japan Rapid Response Japan Labour Cash Earnings (August 24) Base pay rose the most since 1992 in August and we think it will continue to surge in the coming months. According to today’s preliminary estimate, labour cash earnings rose by 3.0 y/y in August. That... 8th October 2024 · 2 mins read
Japan Rapid Response Tankan (Q3 2024) The slight rise in business conditions across all firm sizes in the latest Tankan suggests that the robust rebound in activity in Q2 will continue into Q3. The Tankan’s headline index of business... 1st October 2024 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Aug. 24) 30th September 2024 · 2 mins read
Japan Rapid Response Japan External Trade (August 2024) Even though the trade balance held up much better than most had anticipated in August, net trade will still provide a large drag on Q3 GDP growth. 18th September 2024 · 1 min read
Japan Rapid Response Japan Labour Cash Earnings (July 24) While weaker growth in bonus payments weighed on overall wage growth, base pay rose by the most since 1992 in July and we think it will continue to surge in the coming months. The preliminary estimate... 5th September 2024 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Jul. 24) The July activity data suggest that the economic recovery continued in Q3 but shifted down at least one gear. 30th August 2024 · 2 mins read
Japan Rapid Response Japan Labour Market (Jul. 24) & Tokyo CPI (Aug. 24) The jump in the unemployment rate in July should reverse before long as economic activity rebounds. Meanwhile, the renewed pick-up in underlying inflation in Tokyo in August is consistent with our... 30th August 2024 · 2 mins read
Japan Rapid Response Japan Consumer Prices (July 24) With underlying inflation falling below 2% for the first time since 2022 and set to decline further, the case for further monetary tightening is starting to diminish. 23rd August 2024 · 2 mins read
