Japan's Economy: Monthly Outlook 2018

Outlook for Japan’s Economy in 2019

Slowing down due to stagnant overseas demand and inventory adjustment. The key to growth in domestic demand is the price of crude oil and consumption tax hike countermeasures

Japan’s Economy: Monthly Outlook (Nov. 2018)

True nature of slowdown in Japanese and global economies, with US remaining strong, and outlook for 2019

Japan’s Economy: Monthly Outlook (Oct. 2018)

The true nature of the US-China Trade War: The end of “the end of history” (or a new beginning?)

Japan’s Economy: Monthly Outlook (Sept. 2018)

1.Latest in US-China Trade War: Thorough analysis on additional tariff by product 2.FY2019 budget expected to expand considerably: estimated impact on economy 3.Revised economic outlook: +1.2% in FY2018, and +0.8% in FY2019

Japan’s Economy: Monthly Outlook (August 2018)

1.Japan’s economy is in a temporary lull, no change to DIR outlook (real GDP growth of +1.0% in FY18, and +0.8% in FY19) 2.Reassessment of US-China Trade War and its Effects on the Global Economy 3.Why no recovery in consumption despite improvements in wages & income?

Japan’s Economy: Monthly Outlook (July 2018)

1.Estimating the Impact of the US-China Trade War 2.Outlook for the Labor Market: The Big Picture 3.Has the Phillips curve lost its validity?

Japan’s Economy: Monthly Outlook (June 2018)

1.US-China tariff battle moves into extra innings: how will Japan’s economy and corporate earnings fare? 2.Underestimation rhetoric surrounding effects of consumption tax hike: arguments summarized 3.Revised economic outlook: +1.0% in FY2018, +0.8% in FY2019

Japan’s Economy: Monthly Outlook (May 2018)

Japan’s economy to enter a temporary lull; our estimates of the effects of the rising price of crude oil on Japan’s economy and corporate earnings

Japan’s Economy: Monthly Outlook (Apr 2018)

How will Japan’s economy and corporate performance fare in US-China tariff dispute? Root cause of turmoil in the financial markets

Japan’s Economy: Monthly Outlook (Mar 2018)

Will Spring Labor Offensive bring wage hikes, thus leading to growth in consumption?

Japan's Economy: Monthly Outlook (Feb 2018)

GDP growth of +1.7% in FY17, +1.3% in FY18, and +0.8% in FY19; five risks facing the global economy

Japan's Economy: Monthly Outlook (Jan 2018)

No wage increase without restructuring / “Race to the bottom” hinders virtuous circle based on domestic growth