Japan Week Ahead: US Treasury Secretary Bessent Goes to Tokyo on Way to US-China Summit, Meeting PM Takaichi, Others, After Suspected Japan FX Intervention
–Household Spending Seen Sluggish amid Rising Costs, Producer Inflation Accelerating on Mideast Conflict By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. Trading returns to normal after the Golden Week holidays that ended on Wednesday, May 6. Government policymakers have also returned from international meetings and diplomatic visits. The […]
Preview: Japan’s Retail Sales Expected Up in March As Store Sales Improve
Thursday, April 30, 2026 0850 JST (2350 GMT/1950 EDT Wednesday, April 29) The Ministry of Economy, Trade and Industry releases March retail sales. Mace News median: +1.0% y/y (range: -0.4% to +1.8%) vs. Feb revised to -0.1% from -0.2%; +0.4% m/m (range: -0.8% to +1.4%) vs. Feb -2.0% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s […]
Preview: Forecasters See Japan Jobless Rate Flat Again at 2.6% with Uptick in Employment
Tuesday, April 28, 2026 0830 JST (2330 GMT/1930 EDT Monday, April 27) The Ministry of Internal Affairs and Communications releases March jobs. Mace News median: 2.6% (range: 2.6% to 2.7%)vs. 2.6% in Feb after posting 2.7% in Jan and 2.6% in the previous five months from August to December By Chikafumi Hodo TOKYO (MaceNews) – […]
Japan Keeps Cautiously Optimistic Economic Outlook as Bulls Drive Tokyo Stocks Higher on Hopes of End to Mideast Conflict, Resumed Gulf Shipping
By Max Sato (MaceNews) – Japan’s government continues to expect a gradual economic recovery, backed by strong demand for investment in artificial intelligence, while Tokyo stock markets keep flirting with record highs on hopes of an end to the Iran war that would allow reopening of the Strait of Hormuz, crucial for oil and gas […]
Preview: Forecasters See Japan CPI Inflation Steady in March Report from February
0830 JST (2330 GMT/1930 EDT Thursday, April 23) The Ministry of Internal Affairs and Communications releases March CPI. Mace News median: total CPI +1.4% y/y (range: +1.2% to +1.6%) vs. Feb +1.3%; core CPI (ex-fresh food) +1.6% y/y (range: +1.5% to +1.9%) vs. Feb +1.6%; core-core CPI (ex-fresh food, energy) +2.4% y/y (range +2.3% to […]
BofA Global Research Fund Manager Survey: Global Investors Pare Risk Assets on Sharp Reassessment of Growth and Inflation Expectations
–Geopolitical Conflict Still Top Tail Risk By Vicki Schmelzer NEW YORK (MaceNews) – Global fund managers pared risk holdings in April, with the move driven by a sharp reassessment of growth and inflation expectations, according to the latest BofA Global Fund Managers survey, released Tuesday. This month, a net 36% of those polled looked for […]
Fed’s Jefferson: FOMC ‘Well-Positioned’ To Face Upside Inflation, Downside Job Risks
–– Williams: FOMC Is Now ‘Really Well-Positioned’ To ‘Wait and See’ — Goolsbee: Fed in ‘Very Uncomfortable Situation; Facing Danger of ‘Stagflation’ By Steven K. Beckner (MaceNews) – Federal Reserve Vice Chairman Phillip Jefferson said Tuesday evening that monetary policy is “well-positioned” in a war-influenced environment of both upside risks to inflation and downside risks […]
Japan Week Ahead: BOJ Branch Managers Update on Regional Economies at Quarterly Meeting Ahead of April 27-28 Policy Decision
–February Household Spending Seen Sluggish amid Falling Real Wages; March Producer Inflation to Tick Up on Higher Energy Costs By Max Sato (MaceNews) – Here are the key Japanese events for the coming week in the new fiscal year that began on April 1. Bank of Japan branch managers will provide their latest assessments of […]
Preview: Forecasters See Japan Household Spending -0.8% Y/Y, +2.6% M/M in February
Consensus outlook for Mace News Tuesday, April 7, 20260830 JST (2350 GMT/1930 EDT Monday, April 6) The Ministry of Internal Affairs and Communications releases the February average household spending.Mace News median forecasts: -0.8% y/y (range:-2.9% to +0.5%) vs. Jan -1.0%; +2.3% m/m (range: -0.9% to +3.9%) vs. Jan -2.5% By Chikafumi Hodo TOKYO (MaceNews) – […]
Japan Week Ahead: Diet Set to Enact Stop-Gap Budget, Continues Debating Record Spending in Fiscal 2026 Budget amid Spike in Oil Prices
By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. Lawmakers are set to approve a stop-gap budget to ensure uninterrupted social security payments and other essential spending while undergoing the final process of debating and enacting the full-year budget for fiscal 2026 starting April 1. Just as many households […]