Japan Week Ahead: Tokyo CPI Data Expected to See Signs of Growing Upside Risks to Inflation, AI Projects Boon for Factory Output but Damper for Consumers
–BOJ Tankan Survey to Show AI Boom Lifting Manufacturer Sentiment, High Costs Making Services Sector Slightly Less Confident By Max Sato (MaceNews) – Behind the Bank of Japan’s accelerated pace of interest rate increases this month were creeping upside risks to inflation as the lingering Iran war and the stubbornly weak yen threaten to keep […]
Japan Week Ahead: Forex Trading in Holiday Week Seen Choppy, Cautious amid Signs MOF Ready to Intervene to Prop Up Yen After BOJ Rate Hike Did Little to Help
–Data Calendar Thin Until Sept. 28 Week When BOJ’s Tankan Survey Set to Show Manufacturer Sentiment Improved Sharply in Q3 on Global AI Boom By Max Sato (MaceNews) – The coming week is quieter on the economic policy and data fronts after the Bank of Japan followed up on its June rate hike on Friday […]
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 […]
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 […]
Preview: Forecasters See Another Big Gain for Japanese Exports, Imports in August Report
Wednesday, Sept 16, 20260850 JST (2350 GMT/1950 EDT Tuesday, Sept 15) The Ministry of Finance releases August trade.Mace News median: exports +17.7% y/y (range: +15.9% to +19.6%) vs. +23.2% in July; imports +26.0% y/y (range: +24.0% to +26.1%) vs. revised 27.9% in July from +27.8%; trade deficit ¥1,052.20 billion (range: a deficit of ¥1,103.60 billion […]
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: Forecasters See Japanese Producer Price Inflation Picking Up in August
Friday, Sept 11, 2026 0850 JST (2350 GMT/1950 EDT Thursday, Sept 10) The Bank of Japan releases the August corporate goods price index.Mace News median: CGPI +7.4% y/y (range: +6.9% to +7.8%) vs. July +7.2%; +0.0% m/m (range: -0.5% to +0.4%) vs. July +0.1% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s producer inflation, as measured […]
Japan Week Ahead: BOJ Governor Ueda Repeats Board Will Have Serious Debate on Need for Follow-Up Rate Hike This Month
–Q2 GDP to Be Revised Up Slightly, August Producer Inflation to Show Elevated Costs By Max Sato (MaceNews) – About two weeks before the Bank of Japan’s next policy meeting on Sept. 17-18, Governor Kazuo Ueda sent out a cautious but suggestive message to the markets that he and his colleagues will have a serious […]
Preview: Japan Q2 GDP Expected To Be Revised Up Slightly on Stronger Capital Spending, Weak Consumption
Tuesday, Sept 8 0850 JST (2350 GMT/1950 EDT Sunday, June 7) Cabinet Office releases the revised GDP for April-June 2026.Mace News median: +0.4% q/q (range +0.3% to +0.7%) vs. Q2 prelim +0.3%; +1.6% annualized (range +1.3% to +2.7%) vs. Q2 prelim +1.1%; +0.9% y/y (range +0.8% to +0.9%) vs. Q2 prelim +0.7% By Chikafumi Hodo […]
Preview: Forecasters See Japan’s Household Spending Down Again on Year in July as Consumers Pull Back
Friday, Aug 7, 20260830 JST (2350 GMT/1930 EDT Thursday, Aug 6) The Ministry of Internal Affairs and Communications releases the June average household spending.Mace News median forecasts: -2.4% y/y (range: -2.8% to -0.5%) vs. June -3.3%; +2.6% m/m (range: +1.9% to +3.3%) vs. June -6.4% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s real household expenditure […]