Japan Week Ahead: BOJ Set to Raise Policy Rate to 1.25% from 1% at Sept. 17-18 Meeting, Markets Eye Another Hike in December or January
–August Exports to Continue Showing Resilience, July Machinery Orders to Dip After Sharp Rebound, August CPI Seen Steady to Slightly Up around BOJ’s 2% Target By Max Sato (MaceNews) – Official comments and economic data suggest that it is both necessary and safe to accelerate the pace of the Bank of Japan’s normalization rate hikes, […]
Preview: Forecasters See Japanese Producer Price Inflation Picking Up in August
Friday, Sept 11, 2026 0850 JST (2350 GMT/1950 EDT Thursday, Sept 10) The Bank of Japan releases the August corporate goods price index.Mace News median: CGPI +7.4% y/y (range: +6.9% to +7.8%) vs. July +7.2%; +0.0% m/m (range: -0.5% to +0.4%) vs. July +0.1% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s producer inflation, as measured […]
Japan Week Ahead: BOJ Governor Ueda Repeats Board Will Have Serious Debate on Need for Follow-Up Rate Hike This Month
–Q2 GDP to Be Revised Up Slightly, August Producer Inflation to Show Elevated Costs By Max Sato (MaceNews) – About two weeks before the Bank of Japan’s next policy meeting on Sept. 17-18, Governor Kazuo Ueda sent out a cautious but suggestive message to the markets that he and his colleagues will have a serious […]
Preview: Japan Q2 GDP Expected To Be Revised Up Slightly on Stronger Capital Spending, Weak Consumption
Tuesday, Sept 8 0850 JST (2350 GMT/1950 EDT Sunday, June 7) Cabinet Office releases the revised GDP for April-June 2026.Mace News median: +0.4% q/q (range +0.3% to +0.7%) vs. Q2 prelim +0.3%; +1.6% annualized (range +1.3% to +2.7%) vs. Q2 prelim +1.1%; +0.9% y/y (range +0.8% to +0.9%) vs. Q2 prelim +0.7% By Chikafumi Hodo […]
Preview: Forecasters See Japan’s Household Spending Down Again on Year in July as Consumers Pull Back
Friday, Aug 7, 20260830 JST (2350 GMT/1930 EDT Thursday, Aug 6) The Ministry of Internal Affairs and Communications releases the June average household spending.Mace News median forecasts: -2.4% y/y (range: -2.8% to -0.5%) vs. June -3.3%; +2.6% m/m (range: +1.9% to +3.3%) vs. June -6.4% By Chikafumi Hodo TOKYO (MaceNews) – Japan’s real household expenditure […]
US ISM Services Sector Posts Faster Growth in August on Seasonal, Broad-Based Demand but Mideast Conflict, New Tariffs, AI Projects Keep Costs High, Make Firms Wary of Hiring
–ISM’s Miller: Employment Index in Contraction as Firms Reluctant to Hire While Trying to Cope with Impact of Rising Costs By Max Sato (MaceNews) – U.S. services sector activity perked up in August on summer holiday, back to school and other demand but many firms continued to struggle in supply management, hit by rising costs […]
Fed Officials Willing to Raise Rates, But Only If Convinced Inflation Not Receding
– Key Inflation, Other Data Eagerly Awaited Before Some Make Up Their Minds By Steven K. Beckner (MaceNews) – With barely two weeks to go before Federal Reserve policymakers gather to take fresh stock of the economy and reconsider their short-term interest rate settings, Fed officials are letting it be known they are willing to […]
US ISM Manufacturing Posts 8th Straight Growth in August but at Slower Pace as Persistent Inflation, Trade War Hurt New Orders, Jobs; AI Projects Keep Chip Supply Tight
–ISM’s Spence Sees Positive Sentiment in Employment Start to Deteriorate in August–Spence: Prolonged Trade Uncertainty Can Delay Orders, Increase Price Pressures By Max Sato (MaceNews) – U.S. manufacturing activity expanded for the eighth straight month in August but slowed more than expected as persistent inflation during the Iran war and additional punitive import duties slapped […]
Preview: Japan Industrial Expected To Retreat in July
Monday, August 31, 2026 0850 JST (2350 GMT/1950 EDT Sunday, August 30) The Ministry of Economy, Trade and Industry releases July industrial production, the outlook for August and September. Mace News median: -0.6% m/m (range: -1.4% to +1.3%) vs. June revised to +1.9% from +1.3%; +3.6% y/y (range: +2.6% to +5.4%) vs. June revised to […]
Preview: Japanese Retail Sales Seen Up 2.5% on Year in July
Monday, August 31, 2026 0850 JST (2350 GMT/1950 EDT Sunday, August 30) The Ministry of Economy, Trade and Industry releases July retail sales. Mace News median: +2.5% y/y (range: +1.3% to +3.4%) vs. June revised to +0.6% from +0.5%; +1.6% m/m (range: +0.8% to +1.8%) vs. June revised to -3.9% from -4.1% By Chikafumi Hodo […]