Japan August Inflation Hits 3-Decade High on Widespread Markups; More Price Hikes Coming

–Utilities Lead Rising Energy Costs; Gasoline Price Rise Slows on Subsidies, Softer Market –Core CPI +2.8% Y/Y Nearly 31-Year High Excluding 2014, 1997 Sales Tax Hikes Impact–Total CPI +3.0% Y/Y Also Nearly 31-Year High, Excluding Booster Effects of Sales Tax Hikes  –Even Narrow CPI (Ex-Fresh Food, Energy) Up 1.6% Y/Y, More than 29-Year High By […]

Japan Aug Export Values Up but Volumes Down on Slower Global Growth 

–Imports Hit Fresh Record High on Energy, Leading to Highest Trade Deficit By Max Sato (MaceNews) – Japanese exports posted a higher year-on-year rise in August after hitting a record high value in July on global reopening demand for automobiles, fuels and semiconductor-producing equipment and their rising prices, data released Thursday by the Ministry of […]

Japan July Machine Orders Unexpectedly Jump but Flat in 3-Month Average

–Japan Capex Demand Solid, Leading Upward Revision to Q2 GDP Growth–Japan July Core Orders’ Value Hit 3-Year High, Led by Non-Manufacturers–Japan Govt Keeps View: Machine Orders Showing Signs of Pickup–Cabinet Office Official: Machine Orders Not So Strong Yet to Prompt View Upgrade By Max Sato (MaceNews) – Japanese machinery orders, the key leading indicator of […]

Japan Q2 GDP Growth Revised Up on Firmer Capex, Smaller Inventory Drop

–Private Consumption Leads 3rd Straight Q/Q Growth as in Initial Data –Capex Rebounds Sharply on Solid Digitalization, Greener Energy Demand –Q3 GDP Growth Faces Headwinds: Covid Spike, Slower Global Growth, China Lockdowns   By Max Sato (MaceNews) – Japan’s consumption-led economic growth in the April-June quarter was revised up sharply as business investment in equipment turned […]

Preview: Japan Q2 GDP Seen Revised Up on Firmer Capex, Smaller Private Inventory Drop

–Japan GDP’s 3rd Straight Q/Q Growth Supported by Consumption –Sharp Capex Rebound Seen on Solid Digitalization, Greener Energy Demand –Q3 GDP Growth Faces Headwinds: Covid Spike, Slower Global Growth, China Lockdowns    By Max Sato (MaceNews) – Japan’s consumption-led economic growth in the April-June quarter is likely to be revised up as business investment in […]

Japan July Industrial Output Up Slightly on Easing Supply Bottlenecks for Autos

–METI Survey Points to Possible Dip in August Output, Small Gain in September–METI Keeps View: Output Making One Step Forward, One Step Back–METI: To Watch Effects of Rising Covid Cases, Parts Shortages, Inflation By Max Sato (MaceNews) – Japan’s industrial production posted a slight gain in July in light of easing supply constraints for automakers, […]