Japan August Machine Orders Slump Amid Slower Global Growth, Q3 Seen Flat So Far 

–Japan Govt Keeps View: Machine Orders Showing Signs of Pickup –BOJ September Quarter Tankan Survey Has Shown Solid FY22 Capex Demand By Max Sato (MaceNews) – Japanese machinery orders, the key leading indicator of business investment in equipment, fell at a faster pace than expected in August amid slower global growth, giving up all of […]

Japan August Household Spending Up Y/Y But Slumps M/M on 7th Wave of Pandemic

–Spending on Traveling, Dining Remain Above 2021 When Covid State of Emergency Was in Place –Spending Down M/M Amid Record Covid Cases Hit Many Regions from Late July –Real Household Income Falls For 5th Straight Month on Rising Cost of Living By Max Sato (MaceNews) – Japan’s real household spending posted the third straight year-on-year […]

BOJ September Meeting Summary: Watch for Inflation, Pandemic, Global Recession

By Max Sato (MaceNews) – Bank of Japan board members debated upside risks to inflation without substantial wage growth, which could be made worse by the lingering drag from the pandemic, according to the summary of opinions expressed at the bank’s Sept. 21-22 meeting released Monday. The summary, a preview of the minutes to be […]

BOJ Q3 Tankan Business Sentiment: Manufacturers Weaker, Services Up

–Manufacturers Cautious Amid Dimmer Global Growth Outlook  –Services Upbeat as Govt Refrains from Imposing Strict Covid Rules  –Business Confidence Seen Mostly Lower in December Amid Uncertainty –Firms, Large and Small, Further Revise Up Their Combined FY22 Capex Plans By Max Sato (MaceNews) – Confidence among major manufacturers in Japan unexpectedly slipped for the third straight […]

Japan August Industrial Output Rises in Many Sectors on Easing Supply Constraints

–METI Survey Points to Possible Output Dip in September, Solid Gain in October –METI Upgrades View: Output Showing Signs of Moderate Rise Vs. Marking Time –METI Repeats: To Watch Effects of a Rise in Covid Cases, Parts Shortages, Inflation By Max Sato (MaceNews) – Japan’s industrial production surged in August, well above forecasts, as easing […]

Preview: BOJ Tankan Manufacturers’ Sentiment Seen Up in September, Services Down

–End to Covid Lockdown in Shanghai Supports Factory Operations –Downside Risks Arise from Global Slowdown amid Tightening by US, Others   –Spike in Japan Covid Cases, High Import Costs Hit Services Sector   –Business Confidence in December Projected to Be Mixed –Smaller Firms Expected to Revise Up Their Combined FY22 Capex Plans Further By Max […]