Japan Government Keeps Gradual Economic Recovery Outlook, Continues to Warn about Inflationary Impact of Lingering Mideast Conflict

–Government Upgrades Its View on Business Sentiment After Upbeat Q3 Tankan Survey, Downgrades Assessment of Exports Amid Sliding Volumes By Max Sato (MaceNews) – Japan’s government continues to see a moderate economic recovery ahead and repeated its warning about the lingering Mideast conflict that has kept global energy and transportation costs high. In its monthly […]

Preview: Forecasters See Tokyo CPI Staying Well above BOJ’s 2% Target in October

Consensus outlook for Mace NewsFriday, October 30, 2026 0830 JST (2330 GMT/1930 EDT Thursday, October 29) The Ministry of Internal Affairs and Communications releases October Tokyo CPI.Mace News median: total CPI +2.7% y/y (range: +2.4% to +2.9%) vs. Sept +2.7%; core CPI (ex-fresh food) +2.7% (range: +2.4% to +2.8%) vs. Sept +2.7%; core-core CPI (ex-fresh […]

Japan Week Ahead: BOJ Set to Leave Policy Rate at 1.25% as Its Mission Shifts from Normalizing Super-Low Rates to Keeping Underlying Inflation from Overshooting 2% Target

–October Tokyo CPI Inflation Expected to Remain Close to 3% as Metropolitan Government’s Summer Water Subsidies End, Base Effect of Free Daycare Servies Wanes –September Factory Output Seen Posting Modest Rebound on Global AI Projects, Auto Recovery; Retail Sales Boosted by Cooler Weather, Holiday Streak   By Max Sato (MaceNews) – Bank of Japan Governor […]

Preview: Forecasters See Faster Inflation in Tokyo CPI Report for September

Consensus outlook for Mace NewsFriday, October 2, 2026 0830 JST (2330 GMT/1930 EDT Thursday, October 1) The Ministry of Internal Affairs and Communications releases September Tokyo CPI.Mace News median: total CPI +2.2% y/y (range: +2.1% to +2.4%) vs. Aug +1.9%; core CPI (ex-fresh food) +2.1% (range: +1.9% to +2.2%) vs. Aug +1.8%; core-core CPI (ex-fresh […]

Preview: Forecasters See Japan’s Core CPI Steady at 1.8% in July Report

Friday, Sept 18, 20260830 JST (2330 GMT/1930 EDT Thursday, Sept 17) The Ministry of Internal Affairs and Communications releases July CPI. Mace News median: total CPI +2.0% y/y (range: +1.9% to +2.1%) vs. July +1.9%; core CPI (ex-fresh food) +1.8% y/y (range: +1.8% to +2.0%) vs. July +1.8%; core-core CPI (ex-fresh food, energy) +2.0% y/y […]

Japan Week Ahead: July Data to Show Mixed Start to Q3 after BOJ Deputy Governor Himino Downplays Weak Q2 GDP Growth, Keeps September Rate Hike Talk Alive

–July Factory Output to Show Pullback After Recent Gains, Heat Wave Props Up Retail Sales, Sluggish Household Spending Continues amid High Costs By Max Sato (MaceNews) – Financial markets have largely priced in a follow-up interest rate hike by the Bank of Japan in September, with only a three-month interval instead of an earlier expectation […]

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 […]