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 Japanese Industrial Production Bouncing Back in August Report
Wednesday, Sept 30, 2026 0850 JST (2350 GMT/1950 EDT Tuesday, Sept 29) The Ministry of Economy, Trade and Industry releases August industrial production, as well as the outlook for September and October. Mace News median: +1.7% m/m (range: +0.3% to +2.0%) vs. July revised to -0.2% from +0.1%; +7.0% y/y (range: +5.6% to +7.4%) vs. […]
Preview: Forecasters See Japanese Machinery Orders Falling Back in July Report
Wednesday, Sept 16, 20260850 JST (2350 GMT/1950 EDT Tuesday, Sept 15) The Cabinet Office releases June and April-June machinery orders.Mace News median: core orders -1.0% m/m (range: -7.7% to +1.8%) vs. June +9.7%; +15.3% y/y (range: +6.2% to +18.6%) vs. June +16.9%. By Chikafumi Hodo TOKYO (MaceNews) – Japan’s core machinery orders, a key leading […]
Japan Week Ahead: BOJ Set to Raise Policy Rate to 1.25% from 1% at Sept. 17-18 Meeting, Markets Eye Another Hike in December or January
–August Exports to Continue Showing Resilience, July Machinery Orders to Dip After Sharp Rebound, August CPI Seen Steady to Slightly Up around BOJ’s 2% Target By Max Sato (MaceNews) – Official comments and economic data suggest that it is both necessary and safe to accelerate the pace of the Bank of Japan’s normalization rate hikes, […]
Preview: Japan Industrial Expected To Retreat in July
Monday, August 31, 2026 0850 JST (2350 GMT/1950 EDT Sunday, August 30) The Ministry of Economy, Trade and Industry releases July industrial production, the outlook for August and September. Mace News median: -0.6% m/m (range: -1.4% to +1.3%) vs. June revised to +1.9% from +1.3%; +3.6% y/y (range: +2.6% to +5.4%) vs. June revised to […]
Japan Government Sticks to Gradual Economic Recovery Scenario after Sluggish Q2 GDP Growth, Noting Final Demand Still Up
–Government to Watch Drag from Powerful Earthquake That Hit Southwestern Region Last Month as Well as Inflationary Effects of Middle East Conflict By Max Sato (MaceNews) – Japan’s government continued to project moderate economic recovery will continue in the near term, downplaying lackluster GDP growth in the April-June quarter, but also warned that high energy […]
US ISM Manufacturing PMI Expands for 7th Straight Month in July but Lingering Iran War, Global AI Boom Causing Longer Supply Delivery Lead Times, Memory Chip Shortages
–ISM’s Spence: Sentiment Trending Up in Right Direction; Slower Deliveries Could Get Worse but Orders Still Flowing By Max Sato (MaceNews) – U.S. manufacturing activity expanded for the seventh straight month in July to the highest level in more than four years but the Mideast conflict and the global AI boom have made delivery times […]
Preview: Forecasters See Japan Industrial Production Hit by Input Disruption from Mideast War
Friday, May 29, 2026 0850 JST (2350 GMT/1950 EDT Wednesday, May 28) The Ministry of Economy, Trade and Industry releases April, and the outlook for May and June. Mace News median: -1.0% m/m (range: -2.2% to -0.4%) vs. Mar. revised to -0.4% from -0.5%; +0.6% y/y (range: -0.5% to +2.3%) vs. Mar. revised to +2.4% […]
Japan Week Ahead: Consumer Inflation in Capital, Jobless Rate Seen Tame, Iran War Squeezing Factory Output, Retail Sales Sluggish on Falling Real Wages
By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. The preliminary GDP data for the January-March quarter released last week showed the economy has overcome a temporary contraction recorded in July-September last year, thanks to rebounds in net exports and public works as well as sluggish but resilient private […]
Forecast: Japan Q1 GDP Seen Extending Growth Streak as Public Investment, Exports Support Economy
By Chikafumi Hodo TOKYO (MaceNews) – Japan’s real gross domestic product is projected to post a second consecutive quarter of growth in January-March, supported by firmer exports despite ongoing U.S. tariffs, while solid public investment, modest gains in private consumption and steady capital expenditure likely also contributed to growth. The economy is expected to expand […]