Japan’s Government Sticks to Modest Economic Recovery Outlook as Firms Tiding Over Trump Tariff Storms, Inflation Drifting Lower on Easing Food, Energy Costs
–PM Takaichi Quiet on BOJ’s Unwinding of Stimulus; Mainichi Says She Showed Reluctance to Further Rate Hikes in Recent Meeting with Governor Ueda –Government Nominates Academic Types with Possible Reflationary Bias to Replace Two Outgoing BOJ Board Members By Max Sato (MaceNews) – Japan’s government continues to predict a modest economic recovery, noting that corporate […]
Japan Govt Sticks to Modest Recovery Outlook as Exports Weather Trump Tariff Storms; BOJ Hikes Rates on Easing Trade Uncertainties, Vows to Raise More
–BOJ Governor Ueda: Policy Rate at 0.75% After Latest 25-Bp Hike Still ‘Slightly Below’ Estimated Neutral Rate By Max Sato (MaceNews) – Japanese government policymakers are holding on to their conviction that the economy will stay on a modest recovery track as the latest trade data showed a rebound in exports to the key U.S. […]
Bank of Japan Survey: Majority of Firms Plan to Keep Current High Pace of Wage Hikes in Fiscal 2026
–Combined with Improving Business Confidence in Tankan, Wages Survey Points to BOJ Rate Hike This Week By Max Sato (MaceNews) – Three days before its policy-setting meeting, the Bank of Japan on Monday released the results of a quick survey that showed a majority of companies plan to maintain the existing relatively high pace of […]
Update: Japan Week Ahead: Bank of Japan Set to Hike Rates amid Easing Uncertainty over Trade Rows, Focus on Governor Ueda Remarks on Estimated Neutral Rate
–Adds Context to Economy Watchers Survey in Paragraphs 15-17 (MaceNews) – Here are the key Japanese economic events for the coming week, with the market focus on what the governor of the Bank of Japan will say about a widely expected interest rate hike and how much more the bank should lift the overnight rate […]
Japan Week Ahead: Markets Continue Betting on Dec. 19 BOJ Rate Hike After Governor Says Board to Debate Such Action, Noting Trade Uncertainty Fading
–BOJ Officials Gathering Intel on ‘Initial Momentum’ Toward Continued Wage Hikes in Fiscal 2026, Key to Justify Rate Action Amid Above-Target Inflation–Governor Ueda Stresses It Would Be Like Easing Off Accelerator, Not Stepping on the Brakes for Resilient but Feeble Economic Recovery By Max Sato (MaceNews) – Here are the key Japanese economic events for […]
Japan Week Ahead: BOJ Governor Ueda Speaks to Business Leaders amid Expectations for Rate Hike in December or January
–October Household Spending Forecast to Show Only Modest Rise as Inflation for Daily Necessities Continues to Bite By Max Sato (MaceNews) – Here are the key Japanese economic events for the coming week: Ahead of the Dec. 18-19 policy meeting, Bank of Japan Governor Kazuo Ueda will deliver a speech in Nagoya, central Japan, to […]
UPDATE: Japan Weekahead: October Exports Seen Up but Sluggish, Academic Type BOJ Board Member Koeda to Make Debut Speech Before December Meeting
–MOF has made a rare change to its trade statistics release date, citing the need to ensure the accuracy of the latest figures after finding that it failed to move parts of collected data over to a new customs computer system on Oct. 12. By Max Sato (MaceNews) – Here are the key Japanese economic […]
Japan Weekahead: BOJ Board Member Speaks After 7-to-2 Vote for No Change in Policy Rate at October Meeting; Producer Inflation Seen Easing Slightly
By Max Sato (MaceNews) – Here are the key Japanese economic events for the coming week. There is no major movement on the political front. Producer inflation is expected to show some signs of more stability in the October report, which may have an easing effect on consumer inflation in about six months. The core […]
Conservative Ruling Party Leader Takaichi Elected Japan’s First Woman Prime Minister, Picks Former MOF Official Katayama as Finance Minister
By Chikafumi Hodo TOKYO (MaceNews) – Japan’s ruling Liberal Democratic Party leader Sanae Takaichi was sworn in as the country’s first woman prime minister on Tuesday, shifting the gear to the right on the political spectrum and inheriting the decades-old task to achieve economic growth that comes with sustained wage hikes and stable inflation. Takaichi, […]
Japan Weekahead: BOJ Board Member Who Called for September Rate Hike Speaks amid Elevated Inflation, Sluggish External Demand
– Diet to Elect Prime Minister after ruling LDP Lost its Small Coalition Partner By Max Sato (MaceNews) – Here are the key Japanese economic and political events for the coming week. Ahead of the Bank of Japan’s policy meeting on Oct. 29-30, one of the two board members who have called for a further […]