Preview: BOJ Tankan Manufacturers’ Sentiment Seen Up in September, Services Down

–End to Covid Lockdown in Shanghai Supports Factory Operations –Downside Risks Arise from Global Slowdown amid Tightening by US, Others   –Spike in Japan Covid Cases, High Import Costs Hit Services Sector   –Business Confidence in December Projected to Be Mixed –Smaller Firms Expected to Revise Up Their Combined FY22 Capex Plans Further By Max […]

Japan Intervenes in Forex Market to Stop One-Sided, Rapid Yen Fall

–Finance Minister Suzuki Says Govt Steps in To Stem Speculative Move –MOF Suzuki: To Take Necessary Steps on Excessive Fluctuations –BOJ Kuroda: No Need to Change Basic Yield Curve Control Easing Guideline for 2 to 3 Years –BOJ Kuroda Before Intervention: YCC Designed to Correct Tight Yen Funds in Event of Yen-Buying FX Operations   –BOJ […]

Japan Seeking to Keep Yen Bears at Bay with Threat of Forex Intervention

–Tokyo Would Need Washington’s Consent and Help to Have Much Impact -US Has No Compelling Reason Yet to Step into FX Market–Japan’s Dollar Selling Ammunition Limited to Its Foreign Reserves By Max Sato (MaceNews) – Japanese policymakers are using verbal warnings and inquiries on market levels to stop the yen from depreciating rapidly against the […]

Japan July Machine Orders Unexpectedly Jump but Flat in 3-Month Average

–Japan Capex Demand Solid, Leading Upward Revision to Q2 GDP Growth–Japan July Core Orders’ Value Hit 3-Year High, Led by Non-Manufacturers–Japan Govt Keeps View: Machine Orders Showing Signs of Pickup–Cabinet Office Official: Machine Orders Not So Strong Yet to Prompt View Upgrade By Max Sato (MaceNews) – Japanese machinery orders, the key leading indicator of […]

Japan Q2 GDP Growth Revised Up on Firmer Capex, Smaller Inventory Drop

–Private Consumption Leads 3rd Straight Q/Q Growth as in Initial Data –Capex Rebounds Sharply on Solid Digitalization, Greener Energy Demand –Q3 GDP Growth Faces Headwinds: Covid Spike, Slower Global Growth, China Lockdowns   By Max Sato (MaceNews) – Japan’s consumption-led economic growth in the April-June quarter was revised up sharply as business investment in equipment turned […]