Preview: Forecasters See Japanese CPI Inflation Picking Up Steam in July Data
Consensus outlook for Mace NewsFriday, Aug 21, 20260830 JST (2330 GMT/1930 EDT Thursday, Aug 20) The Ministry of Internal Affairs and Communications releases July CPI. Mace News median: total CPI +1.9% y/y (range: +1.8% to +2.0%) vs. June revised down to +1.6% under new base year formula from +1.7%; core CPI (ex-fresh food) +1.8% y/y […]
Preview: Forecasters See Japanese Exports Surging Again in July Trade Report
Consensus outlook for Mace NewsThursday, Aug 20, 20260850 JST (2350 GMT/1950 EDT Wednesday, Aug 19) The Ministry of Finance releases July trade.Mace News median: exports +21.2% y/y (range: +19.0% to +23.8%) vs. +19.3% in June; imports +26.5% y/y (range: +21.0% to +29.2%) vs. +25.4% in June; trade deficit ¥670.70 billion (range: a deficit of ¥708.80 […]
Preview: Forecasters See Japanese Machinery Orders Bouncing Back in June Report
Consensus outlook for Mace News Wednesday, August 19, 20260850 JST (2350 GMT/1950 EDT Tuesday, August 18) The Cabinet Office releases June and April-June machinery orders.Mace News median: core orders +8.6% m/m (range: +6.5% to +11.7%) vs. May -12.4%; +11.0% y/y (range: +8.9% to +15.1%) vs. May -1.9% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s core […]
BofA Global Research Fund Manager Survey: Fund Managers Remain Bullish on Global Growth Prospects
–AI Bubble Still Seen as Biggest Tail Risk By Vicki Schmelzer NEW YORK (MaceNews) – Fund managers remained bullish on global growth prospects in August, as per the latest BofA Global Fund Managers survey, released Tuesday. Nevertheless, market sentiment shifted on the month to favor equities and reduce cash and fixed income and managers tweaked […]