Economic Analysis

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

Challenges in the Societal Implementation of Physical AI

Non-technical issues such as safety, quality, and the delineation of responsibility are emerging as a bottleneck

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