Preview: Forecasters See Japan Industrial Production Lifted Again By AI Buildout in September
Consensus outlook for Mace News Friday, October 30, 2026 0850 JST (2350 GMT/1950 EDT Tuesday, Sept 29) The Ministry of Economy, Trade and Industry releases September and the July-September quarter industrial production, as well as the outlook for October and November. Mace News median: +1.2% m/m (range: +0.1% to +1.8%) vs. August revised to -2.4% […]
Preview: Forecasters See Japan Jobless Rate Flat in September as Employment Remains Buoyant
Consensus outlook for Mace News Friday, October 30, 2026 0830 JST (2330 GMT/1930 EDT Thursday, October 29) The Ministry of Internal Affairs and Communications releases September jobs. Mace News median: 2.5% (range: 2.4% to 2.5%)vs. 2.5% in Aug, 2.4% in July, 2.5% in June, May and April, 2.7% in March and 2.6% in February. By […]
Preview: Forecasters See Tokyo CPI Staying Well above BOJ’s 2% Target in October
Consensus outlook for Mace NewsFriday, October 30, 2026 0830 JST (2330 GMT/1930 EDT Thursday, October 29) The Ministry of Internal Affairs and Communications releases October Tokyo CPI.Mace News median: total CPI +2.7% y/y (range: +2.4% to +2.9%) vs. Sept +2.7%; core CPI (ex-fresh food) +2.7% (range: +2.4% to +2.8%) vs. Sept +2.7%; core-core CPI (ex-fresh […]
Japan Week Ahead: BOJ Set to Leave Policy Rate at 1.25% as Its Mission Shifts from Normalizing Super-Low Rates to Keeping Underlying Inflation from Overshooting 2% Target
–October Tokyo CPI Inflation Expected to Remain Close to 3% as Metropolitan Government’s Summer Water Subsidies End, Base Effect of Free Daycare Servies Wanes –September Factory Output Seen Posting Modest Rebound on Global AI Projects, Auto Recovery; Retail Sales Boosted by Cooler Weather, Holiday Streak By Max Sato (MaceNews) – Bank of Japan Governor […]
Preview: Forecasters See Japanese CPI Inflation Picking Up Steam amid Rising Energy Costs, Weak Yen
Consensus outlook for Mace NewsFriday, Oct 23, 20260830 JST (2330 GMT/1930 EDT Thursday, Oct 22) The Ministry of Internal Affairs and Communications releases September CPI. Mace News median: total CPI +2.1% y/y (range: +2.1% to +2.3%) vs. Aug +1.9%; core CPI (ex-fresh food) +2.1% y/y (range: +2.0% to +2.3%) vs. Aug +1.7%; core-core CPI (ex-fresh […]
Preview: Forecasters See Japanese Exports Continuing to Surge in September Data as Tech Spending Rises
Consensus outlook for Mace NewsWednesday, Oct 21, 20260850 JST (2350 GMT/1950 EDT Tuesday, Oct 21) The Ministry of Finance releases September trade. Mace News median: exports +21.7% y/y (range: +17.9% to +24.0%) vs. +19.3% in Aug; imports +19.9% y/y (range: +17.7% to +20.1%) vs. +28.0% in Aug; trade deficit ¥78.0 billion (range: a deficit of […]
Japan Week Ahead: BOJ Policymakers Set for More Rate Hikes While Prime Minister Takaichi in Rough Seas Seeking Temporary Sales Tax Cut on Food
–September Trade Data to Show Resilient Exports, Consumer Inflation Seen Rising Above BOJ’s 2% Target By Max Sato (MaceNews) – The Bank of Japan is on course toward lifting the short-term interest rate further to ensure it is clearly in a neutral zone – its original aim under the normalization process launched three years ago […]
Warsh Reaffirms ‘Will Deliver Price Stability;’ Cagey On Fed’s Next Move
– Won’t Prejudge Outcome Of Late October FOMC Meeting – ‘Discouraging’ Inflation Reports Change Some Attitudes Toward Tightening By Steven K. Beckner (MaceNews) – Federal Reserve Chairman Kevin Warsh reaffirmed the Fed’s commitment to “deliver price stability” late Thursday in Bangkok, but refused to give any guidance as to what further actions he and his […]
Japan Week Ahead: BOJ Policymakers to Digest More Q3 Data Before Their Oct. 29-30 Meeting; Board Widely Expected to Hold Rates Steady Until December or January
–September Producer Inflation Forecast to Remain Elevated Above 7%, August Machinery Orders Expected to Rebound amid Solid Capex Demand By Max Sato (MaceNews) – Ahead of their Oct. 29-30 meeting, Bank of Japan policymakers will get to see more data for the third quarter that is set to show resilient exports and elevated costs for […]
Preview: Forecasters See Another High Reading for Japanese Producer Price Inflation amid Elevated Commodity Prices
Consensus outlook for Mace News Tuesday, Oct 13, 2026 0850 JST (2350 GMT/1950 EDT Monday, Oct 12) The Bank of Japan releases the September corporate goods price index.Mace News median: CGPI +7.6% y/y (range: +7.6% to +7.8%) vs. Aug +7.6%; +0.5% m/m (range: +0.5% to +0.7%) vs. Aug -0.2% By Chikafumi Hodo TOKYO (MaceNews) – […]