Japan Appears to Have Sold Dollars in Stealth Intervention to Slow Yen’s Slide

–Currency Intervention Suspected as Dollar Slumps from Above Y151 to Under Y146 in New York Friday –Vice Finance Minister Kanda Declines Comment to Reporters in Tokyo–Yen Remains Weak Amid Wide US-Japan Rate Gap; BOJ Seen Keeping Easy Stance By Max Sato (MaceNews) – The Japanese government and the Bank of Japan appear to have stepped […]

Japan September Core CPI Hits 3% on Widespread Markups but BOJ Easing Seen in Place

–High Energy Costs Remain Largest Contributor, Processed Food Catching Up –Core CPI (Ex-Fresh Food) +3.0% Y/Y 31-Year High Excluding 2014, 1997 Sales Tax Hikes Impact–Narrow CPI (Ex-Fresh Food, Energy) +1.8% Y/Y, Close to BOJ’s 2% Inflation Target  By Max Sato (MaceNews) – Consumer inflation in Japan continued its relentless upward march in September, reflecting high […]

Japan September Producer Inflation Unexpectedly Moves Up as Utilities Surge

–Weak Yen Continues Boosting Import Costs for Producers By Max Sato (MaceNews) – Producer inflation in Japan unexpectedly accelerated in September to just shy of a 41-year high hit in April, led by double-digit percentage gains continuing in utilities, nonferrous metals, iron and steel, chemicals and fuels while there was an uptick in highly weighted […]

Japan August Household Spending Up Y/Y But Slumps M/M on 7th Wave of Pandemic

–Spending on Traveling, Dining Remain Above 2021 When Covid State of Emergency Was in Place –Spending Down M/M Amid Record Covid Cases Hit Many Regions from Late July –Real Household Income Falls For 5th Straight Month on Rising Cost of Living By Max Sato (MaceNews) – Japan’s real household spending posted the third straight year-on-year […]

BOJ September Meeting Summary: Watch for Inflation, Pandemic, Global Recession

By Max Sato (MaceNews) – Bank of Japan board members debated upside risks to inflation without substantial wage growth, which could be made worse by the lingering drag from the pandemic, according to the summary of opinions expressed at the bank’s Sept. 21-22 meeting released Monday. The summary, a preview of the minutes to be […]

BOJ Q3 Tankan Business Sentiment: Manufacturers Weaker, Services Up

–Manufacturers Cautious Amid Dimmer Global Growth Outlook  –Services Upbeat as Govt Refrains from Imposing Strict Covid Rules  –Business Confidence Seen Mostly Lower in December Amid Uncertainty –Firms, Large and Small, Further Revise Up Their Combined FY22 Capex Plans By Max Sato (MaceNews) – Confidence among major manufacturers in Japan unexpectedly slipped for the third straight […]