US ISM Manufacturing Sector Buoyed by Cautious Optimism, in Growth Territory for 9th Straight Month in September, but US Trade War, Mideast Conflict Keeping Costs High, Deliveries Slow
–ISM’s Spence: Firms Jittery about Not Being Able to Rely on Stead Economic Policy By Max Sato (MaceNews) – U.S. manufacturing activity expanded for the ninth straight month in September, thanks to a cautiously optimistic business outlook, but Washington’s wars on the trade front and in the Middle East are keeping various costs high and […]
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 Japan Sept Tankan Showing Large Manufacturers’ Sentiment at +25, Highest Since 2017
By Chikafumi Hodo TOKYO (MaceNews) – The Bank of Japan’s September Tankan business sentiment survey among large manufacturers is expected to climb to the highest level in nearly nine years as the rapid development of artificial intelligence has steadily boosted demand for semiconductors, data centers and other AI-related sectors, supporting an improvement in large manufacturers’ […]
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, […]
US ISM Manufacturing Posts 8th Straight Growth in August but at Slower Pace as Persistent Inflation, Trade War Hurt New Orders, Jobs; AI Projects Keep Chip Supply Tight
–ISM’s Spence Sees Positive Sentiment in Employment Start to Deteriorate in August–Spence: Prolonged Trade Uncertainty Can Delay Orders, Increase Price Pressures By Max Sato (MaceNews) – U.S. manufacturing activity expanded for the eighth straight month in August but slowed more than expected as persistent inflation during the Iran war and additional punitive import duties slapped […]
Preview: Forecasters See Japanese Machinery Orders Bouncing Back in June Report
Consensus outlook for Mace News Wednesday, August 19, 20260850 JST (2350 GMT/1950 EDT Tuesday, August 18) The Cabinet Office releases June and April-June machinery orders.Mace News median: core orders +8.6% m/m (range: +6.5% to +11.7%) vs. May -12.4%; +11.0% y/y (range: +8.9% to +15.1%) vs. May -1.9% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s core […]
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 […]
Japan Week Ahead: Markets Continue to Expect BOJ Rate Hike Toward Yearend after Tankan Business Survey, Branch Managers Report Points to Resilient Economy amid Mideast Uncertainty
–May Machinery Orders Set for Pullback after April Surge but Strong Demand for Computers, AI-Linked Equipment Seen Intact By Max Sato (MaceNews) – Bank of Japan policymakers have received evidence this month that the domestic economy has been resilient, overcoming high fuel costs and material shortages triggered by the Middle East conflict amid the global […]
US ISM Manufacturing PMI Expands for 6th Straight Month in June but at Slower Pace as New Orders, Production Take Breather after Rising in May
–ISM’s Spence: Not Much Stockpiling During Iran War as Seen in Early Days of High US Tariffs Slapped Last Year–Spence: Still Cautious about 2026 Outlook but June, Semiannual Reports Indicate Optimism Among Firms By Max Sato (MaceNews) – U.S. manufacturing activity expanded for the sixth straight month in June but at a slower pace than […]