Cookies on the
Capital Economics
Website
We use cookies to ensure that we give you the best experience on our website. Click continue to confirm that you are happy to continue to receive cookies on the Capital Economics website. Alternatively, if you would like to, you can change your cookie settings.

Capital Economics

The leading macroeconomic research consultancy

Japan

Articles
Search by topic:
Japan Economics > Japan Economics Weekly — Economy to recover only slowly from Q2 slumpJapan Economics > Japan Data Response — Unemployment, Consumer Prices, Household Spending (Jun.)Japan Economics > Japan Economics Focus — Will population ageing help or derail efforts to boost inflation?Japan Economics > Japan Data Response — Industrial Production (Jun.)Japan Economics > Japan Data Response — Small Business Confidence (Jul.)Japan Economics > Japan Data Response — Retail Sales (Jun.)Commodities Overview > Commodities Data Response — China, Japan & Euro-zone Flash PMIs (Jul.)Japan Economics > Japan Economics Weekly — Net government debt to remain stableJapan Economics > Japan Data Response — Flash Manufacturing PMI (Jul.)Japan Economics > Japan Economics Update — New inflation gauges do not alter the outlook for monetary policy
Japan Economics > Japan Data Response — External trade (Jun.)Japan Economics > Japan Economics Weekly — Growth to remain sluggish over medium termJapan Economics > Japan Economics Update — BoJ will have to step up pace of easing before longJapan Economics > Bank of Japan Watch — Could the BoJ delay the 2% inflation timeframe yet again?Japan Economics > Japan Economics Weekly — Weaker yen starts to restrain import volumesJapan Economics > Japan Economics Update — Monetary Indicators Monitor (Jun.)Japan Economics > Japan Data Response — Machinery Orders (May)Japan Economics > Japan Data Response — Economy Watchers Survey (Jun.)Japan Economics > Japan Data Response — Current Account (May)Japan Economics > Japan Economics Weekly — Would Grexit matter for Japan?
Japan Economics > Japan Chart Book — Activity slowdown dents hopes of strong price gainsJapan Economics > Japan Data Response — Tankan (Q3)Japan Economics > Japan Data Response — Labour Cash Earnings (May)Japan Economics > Japan Data Response — Industrial Production & Retail Sales (May)Japan Economics > Japan Economics Weekly — How fast do wages have to rise to reach 2% inflation?Japan Economics > Japan Data Response — Unemployment, Consumer Prices, Household Spending (May)Japan Economics > Japan Data Response — Small Business Confidence (Jun.)Japan Economics > Japan Data Response — Flash Manufacturing PMI (Jun.)Japan Economics > Japan Economics Weekly — Deflationary threat from cheaper oil far from overJapan Economics > Japan Economics Focus — Will Japan’s budget deficit continue to shrink?
Japan Economics > Japan Data Response — External trade (May)Japan Economics > Bank of Japan Watch — Growth deceleration to trigger more easing by OctoberJapan Economics > Japan Economics Weekly — Is Abenomics working after all?Global Markets > Global Markets Update — A selection of our key calls (advanced economies)Japan Economics > Japan Economics Update — Monetary Indicators Monitor (May)Japan Economics > Japan Data Response — Machinery Orders (Apr.)Japan Economics > Japan Data Response — Consumer Confidence (May)Japan Economics > Japan Data Response — Economy Watchers Survey (May)Japan Economics > Japan Data Response — GDP (Q1 Revised) & Current Account (Apr.)Global Markets > Developed Markets Chart Book — Surge in German Bund yields unlikely to last
Japan Economics > Japan Economics Weekly — What to make of the renewed weakening of the yen?Japan Economics > Japan Economics Update — Will the government stop the yen from weakening further?Japan Economics > Japan Chart Book — Yen falls to 13-year low against the US-dollarJapan Economics > Japan Data Response — Labour Cash Earnings (Apr.)Japan Economics > Japan Data Response — Capital Expenditure (Q1)Japan Economics > Japan Economics Weekly — Who benefits from the recovery in national income?Japan Economics > Japan Data Response — Industrial Production, Household Spending, Unemployment & Consumer Prices (Apr.)Japan Economics > Japan Data Response — Retail Sales (Apr.)Japan Economics > Japan Economics Update — Butter meltdown highlights policy failuresJapan Economics > Japan Data Response — Small Business Confidence (May)
Japan Economics > Japan Data Response — External trade (Apr.)Global Markets > Global Markets Update — Yen to fall to 140 against the US dollarGlobal Markets > Developed Markets Valuation Monitor — Will the yen remain undervalued?Japan Economics > Japan Economics Weekly — Boost from net exports to fade next yearJapan Economics > Japan Economics Update — Bank of Japan to step up pace of easing in OctoberJapan Economics > Japan Data Response — Flash Manufacturing PMI (May)Japan Economics > Japan Data Response — GDP (Q1 PreliminaryJapan Economics > Bank of Japan Watch — BoJ still likely to ease before too longJapan Economics > Japan Data Response — Machinery Orders (Mar.)Japan Economics > Japan Economics Weekly — When will housing rents stop falling?
Japan Economics > Japan Data Response — Consumer Confidence (Apr.)Japan Economics > Japan Economics Update — Monetary Indicators Monitor (Apr.)Japan Economics > Japan Data Response — Economy Watchers Survey (Apr.)Japan Economics > Japan Data Response — Current Account (Mar.)Japan Economics > Japan Economics Update — Should the BoJ scrap its monetary base target?Global Markets > Developed Markets Chart Book — Fresh euro weakness should buoy German equitiesJapan Economics > Japan Economics Weekly — Bank of Japan will have to ease more before too longJapan Economics > Japan Chart Book — Japan’s stock market should continue to outperformJapan Economics > Japan Economics Weekly — Should the BoJ introduce negative interest rates?Japan Economics > Japan Data Response — Unemployment, Household Spending, Consumer Prices & Labour Cash Earnings (Mar.)
Global Markets > Global Markets Update — Renewed yen weakness and Nikkei strength lie aheadJapan Economics > Japan Economics Update — Bank of Japan will have to ease more before longJapan Economics > Japan Data Response — Industrial Production (Mar.)Japan Economics > Japan Data Response — Small Business Confidence (Apr.)Japan Economics > Japan Data Response — Retail Sales (Mar.)Japan Economics > Bank of Japan Watch — BoJ could spring another surpriseJapan Economics > Japan Economics Weekly — Has QQE really lifted inflation expectations?Japan Economics > Japan Data Response — Flash Manufacturing PMI (Apr.)Japan Economics > Japan Economics Update — What explains the plunge in import volumes last month?Japan Economics > Japan Data Response — External trade (Mar.)
Japan Economics > Japan Data Response — Senior Loan Officer Survey (Q1)Japan Economics > Japan Economics Weekly — Will the use of JGBs as collateral hamper QQE?Japan Economics > Japan Data Response — Consumer Confidence (Mar.)Global Markets > Developed Markets Valuation Monitor — What is the relative valuation of euro-zone equities?Japan Economics > Japan Economics Focus — What could policymakers do next if QQE doesn’t work?Japan Economics > Japan Economics Update — Monetary Indicators Monitor (Mar.)Japan Economics > Japan Data Response — Machinery Orders (Feb.)Japan Economics > Japan Economics Weekly — Re-shoring not as beneficial as widely thoughtJapan Economics > Japan Economics Update — Bank of Japan still likely to expand QQE later this monthJapan Economics > Japan Data Response — Economy Watchers Survey (Mar.)
Japan Economics > Japan Data Response — Current Account (Feb.)Japan Economics > Japan Chart Book — Broad-based weakness supports case for more easingJapan Economics > Japan Economics Update — Revised data show that wage growth remains anaemicJapan Economics > Bank of Japan Watch — BoJ to ease policy at the end of the monthGlobal Markets > Developed Markets Chart Book — US corporate bonds should weather Fed tighteningGlobal Economics > Global Economics Update — ECB trumps Bank of Japan?Japan Economics > Japan Economics Weekly — Did Chinese New Year distort Japan’s activity data?Japan Economics > Japan Data Response — Tankan (Q1)Japan Economics > Japan Economics Focus — “Abenomics” needs a fresh boostJapan Economics > Japan Data Response — Industrial Production (Feb.)
Japan Economics > Japan Economics Weekly — Why are firms borrowing more?Japan Economics > Japan Data Response — Retail Sales, Unemployment, Household Spending & Consumer Prices (Feb.)Japan Economics > Japan Data Response — Small Business Confidence (Mar.)Japan Economics > Japan Data Response — Flash Manufacturing PMI (Mar.)Japan Economics > Japan Economics Weekly — Shunto pay hikes still too small to lift inflation to 2%Industrial Metals > Industrial Metals Data Response — Global Steel Production (Feb.)Latin America Economics > Latin America Update — Shunto pay hikes still too small to lift inflation to 2%Japan Economics > Japan Economics Update — Monetary Indicators Monitor (Feb.)Japan Economics > Japan Data Response — External trade (Feb.)Japan Economics > Japan Economics Update — Bank of Japan still likely to ease preemptively next month
Japan Economics > Bank of Japan Watch — Spacecraft QQE needs fresh fuel to reach 2% orbitJapan Economics > Japan Economics Weekly — Overtime hours point to lingering job market slackJapan Economics > Japan Data Response — Consumer Confidence (Feb.)Japan Economics > Japan Data Response — Business Outlook Survey (Q1)Japan Economics > Japan Data Response — Machinery Orders (Jan.)Global Economics > Global Economics Update — Real rates to stay higher in the euro-zone than in US & JapanJapan Economics > Japan Data Response — Economy Watchers Survey (Feb.)Japan Economics > Japan Data Response — GDP (Q4 Revised) & Current Account (Jan)Japan Economics > Japan Economics Weekly — Export strength unlikely to lastJapan Economics > Japan Economics Update — Is Japan’s electronics sector doomed?
Japan Economics > Japan Chart Book — Low inflation puts policymakers in a bindJapan Economics > Japan Data Response — Labour Cash Earnings (Jan.)Japan Economics > Japan Data Response — Capital Expenditure (Q4)Japan Economics > Japan Economics Weekly — Electricity prices to remain highJapan Economics > Japan Data Response — Industrial Production, Retail Sales, Unemployment, Household Spending & Consumer Prices (Jan.)Japan Economics > Japan Economics Update — Should we be worried about the negative saving rate?Japan Economics > Japan Data Response — Small Business Confidence (Feb.)Japan Economics > Japan Economics Update — What’s behind the slowdown in Japanese FDI into China?Global Markets > Developed Markets Valuation Monitor — Sterling’s strength unlikely to lastJapan Economics > Japan Data Response — External trade (Jan.)
Japan Economics > Japan Economics Weekly — Stabilising public debt remains a daunting taskJapan Economics > Japan Economics Update — Cautious Bank of Japan still set to ease again in late-AprilJapan Economics > Japan Economics Update — Price pressures building slowlyJapan Economics > Japan Data Response — GDP (Q4 Preliminary)Japan Economics > Japan Economics Update — Concerns about yen unlikely to prevent more BoJ easingJapan Economics > Japan Economics Weekly — Baby boomer boost unlikely to lastJapan Economics > Japan Data Response — Machinery Orders (Dec.)Japan Economics > Bank of Japan Watch — BoJ to surprise markets by easing again in AprilJapan Economics > Japan Economics Update — Monetary Indicators Monitor (Jan.)Japan Economics > Japan Data Response — Economy Watchers Survey (Jan.)
Japan Economics > Japan Data Response — Consumer Confidence (Jan.)Japan Economics > Japan Data Response — Current Account (Dec.)Japan Economics > Japan Economics Weekly — Can educated women save Japan?Japan Economics > Japan Chart Book — Price pressure moderates despite rebound in activityGlobal Markets > Global Markets Update — Is there more upside for equities in Japan than in the euro-zone?Global Markets > Developed Markets Chart Book — Equity rally to shift from euro-zone to JapanJapan Economics > Japan Economics Update — BoJ still likely to ease again soonJapan Economics > Japan Data Response — Labour Cash Earnings (Dec.)Japan Economics > Japan Economics Weekly — BoJ pinning hopes on strong Shunto wage dealJapan Economics > Japan Data Response — Consumer Prices, Unemployment, Industrial Production & Household Spending (Dec.)