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 Buoyant Japanese Job Market in August Data
Consensus outlook for Mace News Friday, October 2, 2026 0830 JST (2330 GMT/1930 EDT Thursday, October 1) The Ministry of Internal Affairs and Communications releases August jobs. Mace News median: 2.4% (range: 2.4% to 2.5%)vs. 2.4% in July, 2.5% in June, May and April, 2.7% in March and 2.6% in February. By Chikafumi Hodo TOKYO […]
Preview: Forecasters See Japanese Retail Sales Continuing Rising Trend from Year Ago in August Data
Wednesday, Sept 30, 2026 0850 JST (2350 GMT/1950 EDT Tuesday, Sept 29) The Ministry of Economy, Trade and Industry releases August retail sales. Mace News median: +2.7% y/y (range: +1.2% to +3.7%) vs. July revised to +3.7% from +4.0%; -0.9% m/m (range: -1.6% to -0.8%) vs. July revised to +2.1% from +2.4% By Chikafumi Hodo […]
NABE Survey Shows Shift to Expectations of Fed Tightening Among Business Economists
By Steven K. Beckner (MaceNews) – The mood of business economists has shifted dramatically, swinging from hope for monetary easing to expectations of more monetary tightening, according to a survey by the National Association for Business Economics released Monday. The NABE’s semi-annual survey of its 151 members shows a substantial proportion of them considering both […]
BofA Global Research Fund Manager Survey: Fund Managers Cut Back on Risk in September amid Rising Uncertainty
— Managers Increase Cash, Reduce Other Holdings –Potential ‘Disorderly’ Rise in Bond Yields Seen as Top ‘Tail Risk’ NEW YORK (MaceNews) – Uncertainty about a wide array of issues put a dent in fund manager bullish exuberance in September, as per the latest BofA Global Fund Managers survey, released Tuesday. As a result of mounting […]
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 […]
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 […]
US ISM Services Sector Posts Faster Growth in August on Seasonal, Broad-Based Demand but Mideast Conflict, New Tariffs, AI Projects Keep Costs High, Make Firms Wary of Hiring
–ISM’s Miller: Employment Index in Contraction as Firms Reluctant to Hire While Trying to Cope with Impact of Rising Costs By Max Sato (MaceNews) – U.S. services sector activity perked up in August on summer holiday, back to school and other demand but many firms continued to struggle in supply management, hit by rising costs […]
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 […]
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 […]