Reports

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

Japan’s Economy: Monthly Outlook (June 2026)

Impact of Middle East Developments After the U.S.-Iran Memorandum of Understanding and Support from AI Demand, Consumption Tax Cuts and Income-Linked Benefits

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

Pathways for Financial and Capital Markets to Foster a “Virtuous Cycle of Asset Formation and Growth”

Activating the Corporate Bond Market and Shifting Household Asset Allocation have key roles to play

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

Japan’s Economy: Monthly Outlook (May 2026)

In response to the situation in the Middle East, the forecast for real GDP growth in FY2026 has been revised downward to +0.6%