Preview: Forecasters See Japanese CPI Inflation Picking Up Steam amid Rising Energy Costs, Weak Yen
Consensus outlook for Mace NewsFriday, Oct 23, 20260830 JST (2330 GMT/1930 EDT Thursday, Oct 22) The Ministry of Internal Affairs and Communications releases September CPI. Mace News median: total CPI +2.1% y/y (range: +2.1% to +2.3%) vs. Aug +1.9%; core CPI (ex-fresh food) +2.1% y/y (range: +2.0% to +2.3%) vs. Aug +1.7%; core-core CPI (ex-fresh […]
Preview: Forecasters See Japanese Exports Continuing to Surge in September Data as Tech Spending Rises
Consensus outlook for Mace NewsWednesday, Oct 21, 20260850 JST (2350 GMT/1950 EDT Tuesday, Oct 21) The Ministry of Finance releases September trade. Mace News median: exports +21.7% y/y (range: +17.9% to +24.0%) vs. +19.3% in Aug; imports +19.9% y/y (range: +17.7% to +20.1%) vs. +28.0% in Aug; trade deficit ¥78.0 billion (range: a deficit of […]
Japan Week Ahead: BOJ Policymakers Set for More Rate Hikes While Prime Minister Takaichi in Rough Seas Seeking Temporary Sales Tax Cut on Food
–September Trade Data to Show Resilient Exports, Consumer Inflation Seen Rising Above BOJ’s 2% Target By Max Sato (MaceNews) – The Bank of Japan is on course toward lifting the short-term interest rate further to ensure it is clearly in a neutral zone – its original aim under the normalization process launched three years ago […]
Warsh Reaffirms ‘Will Deliver Price Stability;’ Cagey On Fed’s Next Move
– Won’t Prejudge Outcome Of Late October FOMC Meeting – ‘Discouraging’ Inflation Reports Change Some Attitudes Toward Tightening By Steven K. Beckner (MaceNews) – Federal Reserve Chairman Kevin Warsh reaffirmed the Fed’s commitment to “deliver price stability” late Thursday in Bangkok, but refused to give any guidance as to what further actions he and his […]
Japan Week Ahead: BOJ Policymakers to Digest More Q3 Data Before Their Oct. 29-30 Meeting; Board Widely Expected to Hold Rates Steady Until December or January
–September Producer Inflation Forecast to Remain Elevated Above 7%, August Machinery Orders Expected to Rebound amid Solid Capex Demand By Max Sato (MaceNews) – Ahead of their Oct. 29-30 meeting, Bank of Japan policymakers will get to see more data for the third quarter that is set to show resilient exports and elevated costs for […]
Preview: Forecasters See Another High Reading for Japanese Producer Price Inflation amid Elevated Commodity Prices
Consensus outlook for Mace News Tuesday, Oct 13, 2026 0850 JST (2350 GMT/1950 EDT Monday, Oct 12) The Bank of Japan releases the September corporate goods price index.Mace News median: CGPI +7.6% y/y (range: +7.6% to +7.8%) vs. Aug +7.6%; +0.5% m/m (range: +0.5% to +0.7%) vs. Aug -0.2% By Chikafumi Hodo TOKYO (MaceNews) – […]
Preview: Forecasters See Japanese Machinery Orders Bouncing Back in August after July Drop
Thursday, Oct 15, 20260850 JST (2350 GMT/1950 EDT Wednesday, Oct 14) The Cabinet Office releases August machinery ordersMace News median: core orders +3.4% m/m (range: +2.4% to +4.6%) vs. July -3.7%; +15.3% y/y (range: +14.3% to +18.7%) vs. July +11.2% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s core machinery orders are expected to rebound on […]
Fed Officials Moving Toward Higher Interest Rates but Not Necessarily Soon
– Waller: FOMC Has ‘Flexibility’; No Need To Hike at Consecutive Meetings – Musalem: Rates Need to Go Higher to Curb Inflation ‘In Timely Manner’ By Steven K. Beckner (MaceNews) – Federal Reserve officials have continued this week to lean decidedly toward further tightening of U.S. monetary policy but have given themselves leeway as to […]
US ISM Service Sector Growth Slows in September After Seasonal Boost in August as Rising Fuel Costs, U.S. Tariffs Choke Supply Chains, Leaving Prices, Backlog Orders High
–ISM’s Miller: Employment Up on Strong Customer Demand; Some Firms Hiring AI Workers, Others Use AI Tools to Replace Staff By Max Sato (MaceNews) – U.S. services sector business expansion slowed slightly in September after a seasonal boost in August, hit by stiff U.S. import duties and rising fuel and transportation costs amid the lingering […]
Preview: Forecasters See Weakness in Household Spending as Consumers Face Price Pressures
Consensus outlook for Mace News Friday, Oct 9, 20260830 JST (2350 GMT/1930 EDT Thursday, Oct 8) The Ministry of Internal Affairs and Communications releases the August average household spending.Mace News median forecasts: -4.2% y/y (range: -4.4% to -2.4%) vs. July -3.6%; -0.3% m/m (range: -0.4% to +1.4%) vs. July +0.5% By Chikafumi Hodo TOKYO (MaceNews) […]