Reports

Japan’s Economy: Monthly Outlook (Apr 2026)

Rising Downside Risks From Escalating Middle East Tensions Are Likely to Postpone the April Rate Hike

Challenges Lurking Behind the Record-High Current Account Surplus

As Japanese companies increasingly earn income abroad, investment returns are playing a larger role

External Shocks Looming Over Inbound Tourism

Performance remains solid despite the decline in Chinese tourists, but caution is advised regarding the impact of escalating tensions in the Middle East

Can Japan Win in the Global Competition for Talent?

While a continued increase in foreign workers is expected, an economic downturn and a weaker yen are risk factors

Japan’s Economy: Monthly Outlook (Mar 2026)

While spring wage negotiations are expected to maintain a wage increase rate in the 5% range, the deteriorating situation in the Middle East is emerging as a new factor weighing on the economy

A 10% Reduction in Crude Oil and LNG Imports from the Middle East Would Push the Japanese Economy into Negative Growth

Japan and its major trade partners are heavily dependent on the Middle East and vulnerable to supply shortages of crude oil and LNG

Acceptance of Foreign Workers and Coexistence in an Era of Labor Shortages

Boosting Potential Growth by 0.4 Percentage Points per Year / The Key to Coexistence Is Japanese-Language Education

What Does “the Death of SaaS” Mean?

A Structural Changes in the SaaS Industry Driven by AI Agents and Their Ripple Effects on the Economy, Society, and Employment

Trustworthy AI Is the Goal in the Artificial Intelligence Basic Planx

Can Japan Become “the World's Most AI-Friendly Country”?

Japan’s Economy: Monthly Outlook (Feb 2026)

Economic Outlook Revised: Continued vigilance advised regarding downside risks to external demand centering on the US & China