Japan Week Ahead: July Data to Show Mixed Start to Q3 after BOJ Deputy Governor Himino Downplays Weak Q2 GDP Growth, Keeps September Rate Hike Talk Alive

–July Factory Output to Show Pullback After Recent Gains, Heat Wave Props Up Retail Sales, Sluggish Household Spending Continues amid High Costs By Max Sato (MaceNews) – Financial markets have largely priced in a follow-up interest rate hike by the Bank of Japan in September, with only a three-month interval instead of an earlier expectation […]

Japan Week Ahead: Markets Eye Impact of Japan-US Joint Action to Stop Yen from Falling Further as Rising Bond Yields Could Hurt Economic Growth while Inflation Persists 

By Max Sato (MaceNews) – Market participants are watching whether Japan’s currency intervention last week will have any lasting effect on keeping dollar bulls at bay amid concerns that rising long-term bond yields triggered by Tokyo’s large fiscal spending plans will spill over to boost borrowing costs in the United States. Finance Minister Satsuki Katayama […]

Preview: Forecasters See Japan PPI Up to 6.6% Rise in June from Year Ago

Friday, July 10, 2026 0850 JST (2350 GMT/1950 EDT Thursday, July 9) The Bank of Japan releases the June corporate goods price index.Mace News median: CGPI +6.6% y/y (range: +6.4% to +7.2%) vs. May +6.3%; +0.2% m/m (range: +0.0% to +0.7%) vs. May +0.9% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s producer inflation, measured by […]

Japan Week Ahead: BOJ June Quarter Tankan Business Survey to Show Mideast Conflict Dented Confidence Slightly, Pushed Up Costs for Many Sectors

–Hot Weather, Rising Stock Markets Seen Lifting Retail Sales in May, Job Creation Continues, Factory Output to Extend Monthly Gain on Export Demand By Max Sato (MaceNews) – The tentative U.S.-Iran peace agreement has led crude oil prices lower to pre-war levels, calming jitters among policymakers and investors, but Japanese households and businesses will still […]

Preview: Forecasters See Japan Core CPI Inflation Low and Stable in May Report

Consensus outlook for Mace News0830 JST (2330 GMT/1930 EDT Thursday, June 18) The Ministry of Internal Affairs and Communications releases May CPI.Mace News median: total CPI +1.5% y/y (range: +1.4% to +1.6%) vs. Apr +1.4%; core CPI (ex-fresh food) +1.4% y/y (range: +1.4% to +1.5%) vs. Apr +1.4%; core-core CPI (ex-fresh food, energy) +1.9% y/y […]