Japan Expects Gradual Economic Recovery in Light of Trade Accord with US but Warns Drag from Trump Tariffs Still Needs Close Watch
By Max Sato (MaceNews) – Japan’s government is looking at the bright side of trade rows in the wake of a bilateral deal with the Trump administration, sticking to its long-held conviction that the economy is expected stay on a “modest recovery” track but also warned that uncertainty remains. In its monthly report for July […]
Japan Weekahead: PM Ishiba’s Fate Up in the Air After His Minority Government Suffers Setback in Upper House Election; BOJ to Stand Pat as Trade Rows Cloud Growth Outlook
–June Industrial Output Seen Flat, Retail Sales Sluggish, Setting Soft Tone for Q2 GDP Due August 15–June Jobless Rate to Remain Low and Stable at 2.5%, Job Creation Continues for Nearly 3 Years amid Labor Shortages By Max Sato (MaceNews) – Here are the key Japanese economic and political events for the coming week. Prime […]
Japan Weekahead: Machinery Orders, Exports Seen Down as Trump Tariffs Hit Auto, Steel Makers; Inflation to Ease on Fuel Subsidies but Still Above 3% amid High Rice Prices
By Max Sato (MaceNews) – Here are the key Japanese economic events for the coming week. Stiff U.S. tariffs on imports are having some cooling effects on the auto and steel industries as seen in recent production and trade data but not pushing the global or domestic economy into a tailspin. Inflation in Japan, now […]
Japan Weekahead: Fuel Subsidies, Softer Global Demand Seen Easing Producer Inflation Further While Real Wages Slow to Recover amid High Costs of Living
By Max Sato (MaceNews) – Here are the key Japanese economic events for the coming week. In the previous week, the Bank of Japan’s quarterly business survey for June showed confidence among major manufacturers unexpectedly posted a slight pickup, led by steel mills, oil refineries and paper/pulp makers thanks to lower materials costs, while producers […]
Japan Household Spending Tops Expectations in May With 4.7% Rise From Year Ago, with Boost From Auto Sales
By Chikafumi Hodo TOKYO (MaceNews) – Japan’s household spending rose 4.7% in real terms in May from a year earlier, marking the first increase in two months and sharply beating market expectations. The reading reversed a 0.1% decline in April and outpaced the median forecast of a 1.1% gain. The stronger-than-expected recovery was paced by […]
Japan Weekahead: Feeling Drag from Trump Tariffs, High Costs of Living in Key Economic Data
By Max Sato (MaceNews) – Here are the key Japanese economic events later this week. There is optimism in financial markets that the global trade war may be resolved through negotiations, but protectionist U.S. trade policy remains unpredictable and geopolitical risks have been heightened. Japanese automakers have lowered prices for their U.S. customers to cover […]
Preview: Bank of Japan Q2 Tankan to Show Business Sentiment Slipped as Trump Tariffs Hit Auto, Metal Industries, High Costs Slow Consumers Spending
By Max Sato (MaceNews) – The Bank of Japan’s quarterly Tankan business survey is forecast to show confidence was flat or deteriorated in most categories in the June quarter, hit by Trump tariffs on vehicles, metals and other goods, with automakers lowering export prices to pay for higher import costs for U.S. customers, according to […]
Japan Week Ahead: PM Ishiba in Rough Waters amid High Costs After Ruling LDP’s Tokyo Assembly Poll Setback Ahead of Upper House Election Next Month
By Max Sato (MaceNews) – Here are the key Japanese economic and political events for the coming week following no change in the Bank of Japan’s policy interest rate and a slower tapering pace for the bank’s government bond purchases in fiscal 2026. The ruling Liberal Democratic Party suffered a setback in Sunday’s Tokyo assembly […]
Preview: Bank of Japan to Keep 0.5% Policy Rate for 3rd Straight Meeting in Gradual Tightening Process, Focus on Fiscal 2026 Pace of JGB Purchase Slowdown
By Max Sato (MaceNews) – The Bank of Japan is set to leave its policy interest rate for the third meeting in a row on Tuesday in a gradual tightening process amid the uncertainty sparked by the protectionist U.S. trade policy but the focus is on its mid-term review as to how drastically it should […]
Japan Weekahead: Bank of Japan Set to Keep 0.5% Policy Rate, Focus on Possible Moderation in FY26 Balance Sheet Trim; Exports Hit by Trump Tariffs, Underlying Inflation Still Below 2%
By Max Sato (MaceNews) – Here are the key Japanese economic and political events for the coming week. – Monday, June 16 1400 JST (0500 GMT/0100 EDT) – The Bank of Japan’s nine-member board begins its two-day policy meeting. On day one, board members compare notes on the economic and financial conditions in Japan and […]