Japan's Economy: Monthly Outlook

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

Japan's Economy: Monthly Outlook (Dec 2017)

Lead role in growth shifts from overseas demand to domestic demand and from volume to quality