Japan September Core CPI Hits 3% on Widespread Markups but BOJ Easing Seen in Place

–High Energy Costs Remain Largest Contributor, Processed Food Catching Up –Core CPI (Ex-Fresh Food) +3.0% Y/Y 31-Year High Excluding 2014, 1997 Sales Tax Hikes Impact–Narrow CPI (Ex-Fresh Food, Energy) +1.8% Y/Y, Close to BOJ’s 2% Inflation Target  By Max Sato (MaceNews) – Consumer inflation in Japan continued its relentless upward march in September, reflecting high […]

BOJ September Meeting Summary: Watch for Inflation, Pandemic, Global Recession

By Max Sato (MaceNews) – Bank of Japan board members debated upside risks to inflation without substantial wage growth, which could be made worse by the lingering drag from the pandemic, according to the summary of opinions expressed at the bank’s Sept. 21-22 meeting released Monday. The summary, a preview of the minutes to be […]

Japan August Industrial Output Rises in Many Sectors on Easing Supply Constraints

–METI Survey Points to Possible Output Dip in September, Solid Gain in October –METI Upgrades View: Output Showing Signs of Moderate Rise Vs. Marking Time –METI Repeats: To Watch Effects of a Rise in Covid Cases, Parts Shortages, Inflation By Max Sato (MaceNews) – Japan’s industrial production surged in August, well above forecasts, as easing […]

Preview: BOJ Tankan Manufacturers’ Sentiment Seen Up in September, Services Down

–End to Covid Lockdown in Shanghai Supports Factory Operations –Downside Risks Arise from Global Slowdown amid Tightening by US, Others   –Spike in Japan Covid Cases, High Import Costs Hit Services Sector   –Business Confidence in December Projected to Be Mixed –Smaller Firms Expected to Revise Up Their Combined FY22 Capex Plans Further By Max […]

Japan August Inflation Hits 3-Decade High on Widespread Markups; More Price Hikes Coming

–Utilities Lead Rising Energy Costs; Gasoline Price Rise Slows on Subsidies, Softer Market –Core CPI +2.8% Y/Y Nearly 31-Year High Excluding 2014, 1997 Sales Tax Hikes Impact–Total CPI +3.0% Y/Y Also Nearly 31-Year High, Excluding Booster Effects of Sales Tax Hikes  –Even Narrow CPI (Ex-Fresh Food, Energy) Up 1.6% Y/Y, More than 29-Year High By […]