Japan Rapid Response Japan Flash PMIs (May 25) The ongoing weakness in activity, coupled with softer price pressures, will keep the Bank of Japan in wait and watch mode in the near term. 22nd May 2025 · 2 mins read
Japan Rapid Response Japan External Trade (April 25) With US tariffs weighing on Japanese exports, net trade will continue to act as a drag on activity in the near term. 21st May 2025 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Mar. 25) 30th April 2025 · 2 mins read
Japan Rapid Response Japan Tankan (Q1 2025) While business conditions were unchanged in the latest Tankan survey, the survey suggests that an increasingly overheating economy is creating strong price pressures. 1st April 2025 · 2 mins read
Japan Rapid Response Japan Labour Cash Earnings (Jan. 25) Regular pay growth surged in January and with this year’s spring wage negotiations set to result in stronger pay hikes than last year, wage growth will pick up further over the course of the year 9th March 2025 · 2 mins read
Japan Rapid Response Japan 2025 spring wage negotiations (Shunto) wage request With Japan’s trade unions requesting an even larger pay hike in this year’s spring wage negotiations (Shunto) than they did a year ago, we now expect the negotiations to result in a base pay hike of... 6th March 2025 · 2 mins read
Event Japan Drop-In: The Shunto, the Bank of Japan and the inflation and policy outlook 14th March 2025, 8:00AM GMT Will the Bank of Japan be doing a victory lap this year in its quest to get inflation sustainably to 2%?
Japan Rapid Response Japan Retail Sales & Industrial Production (Jan. 25) & Tokyo CPI (Feb. 25) The January activity data suggest that GDP will have fallen this quarter, but that would follow strong gains in previous quarters. With inflation set to overshoot the Bank of Japan’s forecasts, we... 28th February 2025 · 2 mins read
Japan Rapid Response Japan Flash PMIs (February 25) The further rebound in the composite PMI in February coupled with the persistent strength in manufacturing output prices suggests that the Bank of Japan won’t wait long before hiking rates again 21st February 2025 · 2 mins read
