Firms’ output forecasts suggest that Japanese exporters are benefitting from US demand shifting away from China. And with inflation running miles ahead of the Bank of Japan’s overly pessimistic forecasts, the risks are starting to tilt towards an earlier rate hike than our current forecast of October.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services