Preview: Forecasters See Japanese Machinery Orders Falling Back in March
0850 JST (2350 GMT/1950 EDT Wednesday, May 20) The Cabinet Office releases March and January-March machinery orders.Mace News median: core orders -13.2% m/m (range: -20.0% to -3.1%) vs. Feb +13.6%; +4.5% y/y (range: -9.8% to +8.2%) vs. Feb +24.7% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s core machinery orders, a key leading indicator of business […]
BofA Global Research Fund Manager Survey: Global Investors Sharply Reduce Cash, Dive into Equities
–Long Global Semiconductors Seen as Most Crowded Trade By Vicki Schmelzer NEW YORK (MaceNews) – Global fund managers sharply reduced cash and dove into equities in May, according to the latest BofA Global Fund Managers survey, released Tuesday. The move was driven by “EPS optimism and a forecast of Fed rate cuts,” the survey said. […]
Preview: Japan Exports Expected Up Sharply Again on Year in April Report but Return to Deficit Seen
0850 JST (2350 GMT/1950 EDT Wednesday, May 21) The Ministry of Finance releases April trade.Mace News median: exports +9.4% y/y (range: +8.5% to +10.0%) vs. a revised +11.5% March from +11.7%; imports +8.8% y/y (range: +7.1% to +9.4%) vs. 10.9% in March; trade deficit ¥96.25 billion (range: a deficit of ¥200.70 billion to a surplus […]
Japan Week Ahead: Q1 GDP to Show Modest Growth, March Trade Balance Set to Slip Back into Deficit, Consumer Inflation Tame
By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. The first quarter GDP data is expected to show the economy has overcome a temporary contraction in the July-September quarter last year, led by sluggish but resilient consumer spending and solid business investment in digitization. The weak yen and higher […]
Inflation Making Fed Officials Increasingly Prone To Keep Funds Rate As Is, If Not Higher
– Schmid: Inflation ‘Most Pressing Risk To The Economy’ – Hammack: FOMC Must Make ‘Tough Tradeoffs” to Guarantee Low Inflation By Steven K. Beckner (MaceNews) – With the war against Iran worsening price pressures in the United States, Federal Reserve officials are not only leaning toward keeping monetary policy on hold indefinitely, they seem increasingly […]
Forecast: Japan Q1 GDP Seen Extending Growth Streak as Public Investment, Exports Support Economy
By Chikafumi Hodo TOKYO (MaceNews) – Japan’s real gross domestic product is projected to post a second consecutive quarter of growth in January-March, supported by firmer exports despite ongoing U.S. tariffs, while solid public investment, modest gains in private consumption and steady capital expenditure likely also contributed to growth. The economy is expected to expand […]
Preview: Forecasters See Japan’s Producer Prices Accelerating as Commodities Lifted by Mideast War
Friday, May 15, 2026 0850 JST (2350 GMT/1950 EDT Thursday, May 14) The Bank of Japan releases the April corporate goods price index.Mace News median: CGPI +3.2% y/y (range: +2.8% to +3.7%) vs. Mar +2.6%; +1.0% m/m (range: +0.5% to +1.3%) vs. Mar +0.8% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s producer inflation, measured by […]
Preview: Forecasters See Japan Real Household Spending Down Again in March Report
Tuesday, May 12, 20260830 JST (2350 GMT/1930 EDT Monday, May 11) The Ministry of Internal Affairs and Communications releases the February average household spending.Mace News median forecasts: -1.7% y/y (range: -4.3% to +1.6%) vs. Feb -1.8%; 0.0% m/m (range: -1.4% to +0.5%) vs. Feb +1.5% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s real household spending […]
Japan Week Ahead: US Treasury Secretary Bessent Goes to Tokyo on Way to US-China Summit, Meeting PM Takaichi, Others, After Suspected Japan FX Intervention
–Household Spending Seen Sluggish amid Rising Costs, Producer Inflation Accelerating on Mideast Conflict By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. Trading returns to normal after the Golden Week holidays that ended on Wednesday, May 6. Government policymakers have also returned from international meetings and diplomatic visits. The […]
Fed Officials Point Toward Ending Easing Bias, But Leaving Rates on Hold
– Dissenters Hammack, Kashkari Focus on Inflation; Muse About Possible Rate Hikes – Williams, Others See Monetary Policy as “Well-positioned’ for Foreseeable Future – Weight of Official Concerns Has Shifted Away from Jobs to Inflation By Steven K. Beckner (MaceNews) – Federal Reserve officials have given additional hints this week that the easing bias the […]