Economic Analysis

Yen at its Weakest Against the Dollar in About 40 Years – What Impact Will This Have on the Japanese Economy?

Benefits of the weak yen have been unevenly distributed; impact on real GDP over the past year was -0.14%

Uncertainties for the Japanese Economy Caused by the Naphtha Problem

Rising prices are unavoidable, and if supply shortages occur, they could further drag down the economy

Could the Sharp Drop in Passenger Car Exports to the Middle East Pose a Risk to the Japanese Economy?

While domestic sales and exports to other regions are supporting production, developing alternative distribution routes remains a challenge

The Rise of Agentic AI and the Polarization of AI Costs

Moving toward an era where the more advanced the AI is—and the more complex the tasks it handles—the higher the cost

Can the Japanese Economy Achieve Sustainable Growth? —Examination of Future Scenarios Using the DIR Macroeconomic Model

Integrated Efforts Are Needed in Private-Sector Reform, Supply Capacity Enhancement, and Fiscal Consolidation

The Reality of Personal Consumption: A Mixed Picture When Categorized by Purpose

It is unlikely that these six categories, which are currently at low levels, will recover in the short term

Risks Posed to Japanese Economy by Rising Interest Rates

Interest rate hikes unaccompanied by economic growth will weigh on the economy, particularly capital expenditure

A "Consumption Tax Cut on Food" Becomes Increasingly Likely: What Are Its Effects and Post-Implementation Challenges?

Ensuring a Smooth Transition to a Refundable Tax Credit and Maintaining the Consumption Tax's Function as a Social Security Revenue Source

Why Is Cutting-Edge AI Not Made Available to the General Public?

The strategic assetization of AI models as seen in the example of Claude Mythos, and changes in how AI is provided

Machinery Order Backlogs Reach a Record High: What Is Behind the Increase, and What Are the Implications?

Machinery orders have less meaningfulness as a leading indicator for machinery investment amid Concentration in Certain Types of Orders