Preview: Forecasters See Slower CPI Inflation in January
Friday, Feb. 20, 2026 0830 JST (2330 GMT/1830 EST Thursday, Feb. 19) The Ministry of Internal Affairs and Communications releases January CPI.Mace News median: total CPI +1.6% y/y (range: +1.5% to +1.7%) vs. Dec+2.1%; core CPI (ex-fresh food) +2.1% y/y (range: +2.0% to +2.1%) vs. Dec +2.4%; core-core CPI (ex-fresh food, energy) +2.7% y/y (range […]
Preview: Forecasters See Machinery Orders Rebounding in December as Capex Seen Solid
Thursday, Feb. 19, 20260850 JST (2350 GMT/1850 EST Wednesday, Feb. 18) The Cabinet Office releases December machinery orders.Mace News median: core orders +3.2% m/m (range: +1.0% to +5.0%) vs. Nov -11.0%; +1.0% y/y (range: -0.5% to +4.4%) vs. Nov -6.4% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s core machinery orders, a key leading indicator of […]
Update: IMF Official: BOJ Expected to Raise Policy Rate to 1.5% by Two 25-Basis Point Hikes This Year, One Next Year
–Updates with Official Remarks at Briefing, Background –IMF: BOJ Policy Interest Rate Below Estimated Neutral Rate, Echoing Recent Comments of BOJ Governor Ueda –IMF: Continued Unwinding of Monetary Stimulus to Lift BOJ’s Overnight Rate to Neutral In 2027 –IMF Advises Against Lowering 10% Sales Tax, Hails PM Takaichi Plan to Suspend it for 2 Years […]
BofA Global Research Fund Manager Survey: Fund Managers Stay Bullish in February
–Investors Favor Eurozone, EM Markets over U.S. By Vicki Schmelzer NEW YORK (MaceNews) – Global fund managers remained “uber-bullish” in February, according to the latest Bof Global Fund Managers survey, released Tuesday. Given this mindset, any rise in asset prices during the first quarter of 2026 may prove “much harder when all positioned for it,” […]