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Global Macro-Market Outlook

Japan: September 2010 Outlook Update

Global Economics Outlook, GDP and CPI data for Japan

  • Ongoing neglect of structural reform could lead to more of the same: public debt and economic stagnation.
  • The end of subsidies and reluctance to increase public spending will lead to a drop in production and consumer spending.
  • Infrastructure investment and low inventories overseas will boost Japanese exports in 2010, but a self-sustaining recovery will not take root until private sector demand can stand on its own without government support.

Outlook Update: A Polarized Recovery

Japan's economic recovery will be based on manufacturing exports, akin to its resurgence in 2005-07. In Q2[...]

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