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Japan
Featured Content
Japan: Monetary Policy
BoJ Expands Asset Purchase Program by JPY10 Trillion, Extends JGB Purchases to Include 3y Bonds
Japanese Consumer Prices Continue Upward Trend in March
Macroeconomy
Japan: Economic Profile
Japan's Q4 GDP Data Revised Up
Japan : Northeast Asia : Advanced Economies : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle :
Japan: Monetary Policy
BoJ Expands Asset Purchase Program by JPY10 Trillion, Extends JGB Purchases to Include 3y Bonds
Japanese Consumer Prices Continue Upward Trend in March
Japan : Northeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Japan: Fiscal Policy
Concerns Grow Over Japanese Debt Sustainability
Japan's FY2012 Budget Does Little to Address Long-Term Fiscal Problems
Japan : Northeast Asia : Asia/Pacific : Macroeconomy : Fiscal Policy :
The G20's Role in Economic Policy Making
The G20: A Small Step Toward Coordination of Imbalances?
Australia : Canada : China : Gulf Cooperation Council : India : Indonesia : Japan : Northeast Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South Korea : Southeast Asia : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions : International Organizations : Trade and External Balance :
Finance & Banking
Geostrategy
Japan: Politics
Japan's New Cabinet Sees its First Resignation
Relocation Plan Delayed; Can the U.S. and Japan Solve the Okinawa Issue?
Japan : Northeast Asia : Asia/Pacific : Geostrategy : Foreign Policy and Geostrategic Risks :
APEC's Growing Profile
East Asia Summit Eclipsed by U.S.-China Rivalry and South China Sea
Free Trade Agreements Between Andean Countries and the Rest of the World
Australia : Canada : Chile : China : Colombia : Hong Kong : Indonesia : Japan : Malaysia : Mexico : Northeast Asia : Pacific : Peru : Philippines : Singapore : South Korea : Southeast Asia : Thailand : Vietnam : Asia/Pacific : Latin America : Geostrategy : IMF and International Economic Institutions : International Organizations :
The G20's Role in Economic Policy Making
The G20: A Small Step Toward Coordination of Imbalances?
Australia : Canada : China : Gulf Cooperation Council : India : Indonesia : Japan : Northeast Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South Korea : Southeast Asia : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions : International Organizations : Trade and External Balance :
The Asia/Pacific Strategic Balance
Political Instability in Pakistan
Relocation Plan Delayed; Can the U.S. and Japan Solve the Okinawa Issue?
Australia : China : Japan : Northeast Asia : Pacific : South Asia : South Korea : Taiwan : Asia/Pacific : Geostrategy : Foreign Policy and Geostrategic Risks :
North Korea: Nuclear Program
Kim Jong Il's Death Brings Uncertainty as Son Takes Center Stage in North Korea
U.S.-North Korean Agreement a Sign of Progress and Leadership Continuity
China : Japan : Northeast Asia : South Korea : Asia/Pacific : Geostrategy : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks : Nuclear Proliferation :
Key Indicators
Exports
Billions Of Japanese Yen - Japan
Billions Of Japanese Yen - Japan
5887880, 5309800, 5866760, 5982700, 5207900
5,207,900
BOP
Gross External Debt, Public Sector, General Government - Japan
Gross External Debt, Public Sector, General Government - Japan
64588, 65128, 64891, 63683, 61821
61,821
Industrial Orders
Machinery, Total Ex. Volatile Orders, SA - Japan
Machinery, Total Ex. Volatile Orders, SA - Japan
9.56, 3.97, -2.2, 15.58, 24.38
24.38
JPN Employees
total (household survey) Stock or Quantum, persons (thousands) - Japan
total (household survey) Stock or Quantum, persons (thousands) - Japan
54510, 54580, 54470, 54470, 54630
54,630
CPI
Food Ex. Fresh Food, 2005=100 - Japan
Food Ex. Fresh Food, 2005=100 - Japan
102.2, 101.9, 102, 102, 102.1
102.1
Consumer Surveys
Real Family Income & Expenditures, Housing, 2005=100, SA - Japan
Real Family Income & Expenditures, Housing, 2005=100, SA - Japan
96.1, 101.4, 88.5, 102.3, 87.6
87.6
data by Factset
Japan Outlook: Slow and Steady
Public and private investment will be the key growth drivers this year, while the trade balance continues to suffer from a dependency on imported energy. A hardening of political stances limits the likelihood of an agreement this year on raising the consumption tax, although the risk of a sustained rise in Japanese bond yields remains distant. Another extension of the Bank of Japan’s (BoJ) asset-purchase program is likely to come in H2 2012, with upside risks for exporters if the yen weakens further and labor productivity growth recovers.
Read the latest Japan Outlook
Market Strategy
Cross Asset Monthly
Cross Asset Model Portfolio: Rebalancing for More Inflation Protection
By Apr 4, 2011
Market Strategy
Asset Implications of the Japanese Earthquake: ‘The Worst Thing at the Worst Time’
By Mar 15, 2011
Market Strategy
Japanese Equities: Risk Aversion Could Push Price Levels Beyond Justified Valuations
By Mar 15, 2011
Emerging Markets Quarterly
The Big Picture: East is East; South is South; West is West; North is North...Yet the Twain Seem to Meet…
By Oct 22, 2010
Market Strategy
Japanese Yen: BoJ Intervention—Short-Term Success, Long-Term Headwinds
By Sep 15, 2010
Market Strategy
Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications
By Aug 2, 2010
Market Strategy
Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear
By Jul 27, 2010
Economic Research
Economic Research
What’s on Nouriel’s Mind: A Balance-Sheet Recession Calls for Monetized Fiscal Deficits, Not Fiscal Austerity
By Apr 3, 2012
Asia Weekly
India Monetary Policy; Japan Exports and Inflation; Singapore IP and Inflation
By Jan 19, 2012
Asia Weekly
Singapore, Japan, Thailand Industrial Production; Taiwan Monetary Policy; Vietnam Inflation
By Sep 22, 2011
Economic Research
A Radical Policy Response to the Rising Risks of a Depression and Financial Crisis
By Sep 13, 2011
Asia Weekly
India and Philippines GDP; Japan Industrial Production; Thailand Inflation
By Aug 25, 2011
Central Bank Watch
Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations
By Aug 19, 2011
North America Weekly
U.S. Eyes on Q2 GDP; Canada: Q2 GDP to Slow; Q4 Hike in the Cards
By Jul 25, 2011
Asia Weekly
Singapore, Vietnam and Australia Inflation; India and Philippine Monetary Policy; Thailand Manufacturing
By Jul 21, 2011
Global Economic Outlook
Asia Outlook Update: Strong Growth, Stronger Inflation, Trailing Policy Responses
By Jun 21, 2011
Asia Weekly
Outlook Updates for Hong Kong, India, Indonesia, Japan, New Zealand, Philippines and Thailand
By Jun 16, 2011
Asia Weekly
Japan Industrial Production, Australia and India Growth, Thailand Monetary Policy
By May 26, 2011
Economic Research
Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts
By May 10, 2011
Economic Research
Japan's Earthquake: Can the Growth Impact on EM Asia Be Discounted?
By Apr 12, 2011
Economic Research
Q2 2011 Geostrategy Note: The Scent of Jasmine, Japan's Mega-Crisis and Other Global Drama
By Mar 24, 2011
Economic Research
Why the Japanese Tsunami Has Macro Effects on Japan and the Global Economy
By Mar 24, 2011
Economic Research
East Asia's Hemorrhoid Problem: Assessing the Next North Korean Flare-Up
By Dec 17, 2010
Economic Research
Q4 2010 Geostrategic Risk Note: Asia on the Boil, U.S.-Europe Reap Anti-Incumbent Backlash
By Oct 7, 2010
Economic Research
Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments
By Aug 5, 2010
Economic Research
Asia Week Ahead: Challenges for DPJ, Rising Inflation and Slowing Industrial Activity
By Jul 15, 2010
Economic Research
Asia Week Ahead: Export Outlook Looks Bright for Commodities, Dim for Manufacturers
By Jul 8, 2010
Economic Research
Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing
By Jul 1, 2010
Economic Research
Asia Week Ahead: Growth and Policy Challenges Yield Revaluation, Capital Controls and Fiscal Austerity
By Jun 24, 2010
Economic Research
Asia Week Ahead: Political Tensions, Easing Growth and Delayed Monetary Tightening
By May 27, 2010
Economic Research
Is the U.S. a Japan 2? The Return of Japan's "Free Falling" Stag-Deflation and the Risks of a U.S. L-Shaped Depression
By Feb 9, 2009
Economic Research
Global Recession Watch: A Dozen Significant Economies are at Risk of a Hard Landing
By Jun 25, 2008
Economic Research
Natural Gas; Asian Equities; Japanese Exports; U.S. Inequality; Bolivian Referendum
By Apr 24, 2008
Economic Research
Iceland: Crisis Ahead?; Egypt's Inflation Troubles; Japan's Political Standoff; Argentina's Rural Strike
By Mar 27, 2008
EconoMonitors
Dan Alpert's Two Cents
On Sticky Wages and What Happens when Inflation is No Longer an Alternative
Dec 13, 2011
Geostrategy Channel
Nature and Politics: Global Consequences of Japanese and Arab Tremors
Apr 19, 2011
Geostrategy Channel
RGE's Wednesday Note – Japan’s Production Shortfall Drags on EM Asia Supply Chain
Apr 13, 2011
Geostrategy Channel
Guest Post: Government Responds to Nuclear Accident by Trying to Raise Acceptable Radiation Levels and Pretending that Radiation Is Good for Us
Mar 30, 2011
Nouriel Roubini's Global EconoMonitor
Reuters - Japan to Ease Monetary Policy Further: Roubini
Mar 21, 2011
The Wilder View
It's Lonely at the Top: Now It's Up to the Bank of Japan to Hold the Yen Down
Mar 21, 2011
Geostrategy Channel
Why American Officials Have Been Criticizing the Japanese Nuclear Containment Efforts
Mar 18, 2011
Geostrategy Channel
Guest Contribution: The Macroeconomic Aftermath of the Earthquake/Tsunami in Japan
Mar 16, 2011
Geostrategy Channel
Remaining Staff at Fukushima Plant Told to Leave (Temporarily?); Intrade Predicts IAEA Will Upgrade Accident Level (Updated)
Mar 16, 2011
Asia Channel
Houses Most Overvalued in Australia and Hong Kong, Most Undervalued in Japan
Mar 15, 2011
Geostrategy Channel
About the Atomic Crisis in Japan – Background Information and News Sources
Mar 15, 2011
Nouriel Roubini's Global EconoMonitor
Roubini Bloomberg Interview: Earthquake in Japan and the European Debt Crisis
Mar 11, 2011
The Wilder View
Japanese Q3 2010 GDP Growth Hit It Out of the Ballpark But Set to Fall Flat Next Quarter
Nov 15, 2010
Geostrategy Channel
Foreign Exchange Rates – The "New" "Old" Weapon of Choice in Trade Wars
Oct 18, 2010
Geostrategy Channel
Territorial Spat between Japan and China: Creating Seamounts over Molehills
Sep 29, 2010
RGE Analysts
Asia Market Snapshot: Asian Stocks Fall as China Reaffirms Limiting Property Market Speculation
Jul 13, 2010
Nouriel Roubini's Global EconoMonitor
Roubini CNBC Squawk Box Interviews and Report on Sovereign Debt and Global Growth
Feb 13, 2010
Nouriel Roubini's Global EconoMonitor
Roubini Bloomberg Interview on Sovereign Debt and U.S. Outlook
Feb 6, 2010
Nouriel Roubini's Global EconoMonitor
Roubini Bloomberg Video and Report from the Asian Financial Forum in Hong Kong
Jan 22, 2010
Asia Channel
Economy Slowly Improving but Risks Posed by Weak Employment and Tight Credit Remain
Dec 18, 2009
Geostrategy Channel
If the Fed is Looking to Inflate Away Problems, What Should Asia Do?
Nov 11, 2009
Daily Digest
Analysis
CPI Japan March 2012, Ku-area of Tokyo April 2012 (preliminary)
Ministry of Internal Affairs and Communications Apr 27, 2012
Opinions
Analysis: Bank of Japan running out of arguments against long bond buys
Reuters Apr 20, 2012
Analysis
Value of Exports and Imports March 2012 (Provisional)
Ministry of Finance, Japan Apr 19, 2012
Analysis
Surprisingly strong machinery orders in February
BNP Paribas Economic Research Department Apr 11, 2012
Analysis
Monthly Report of Recent Economic and Financial Developments April 2012
Bank of Japan Apr 11, 2012
Analysis
Asian Development Outlook 2012: Confronting Rising Inequality in Asia
Asian Development Bank Apr 11, 2012
Data Sources
Senior Loan Officer Opinion Survey on Bank Lending Practices at Large Japanese Banks (April 2012)
Bank of Japan Apr 20, 2012
News
Tankan pessimism unexpected / Divided views indicate impact of strong yen, overseas economies may continue
The Yomiuri Shimbun Apr 03, 2012
News
Initiatives toward the Creation of New Industries and New Markets
Ministry of Economy, Trade and Industry Mar 30, 2012
News
Feb. key consumer prices post unexpected rise on new TV products
The Mainichi Daily News Mar 30, 2012
News
Retail Price Survey (February 2012)
Ministry of Internal Affairs and Communications Mar 30, 2012
News
Labour Force Survey(Basic Tabulation) (February 2012)
Ministry of Internal Affairs and Communications Mar 30, 2012
News
Japan February 2012, Ku-area of Tokyo March 2012
Ministry of Internal Affairs and Communications Mar 30, 2012
News
Monthly Report on the Input-Output Price Index of the Manufacturing Industry by Sector
Bank of Japan Mar 30, 2012
News
Indices of Industrial Production (Preliminary Report for February 2012)
Ministry of Economy, Trade and Industry Mar 30, 2012
Analysis
Public Investment Set to Make First Positive GDP Contribution in Three Quarters
Mitsubishi UFJ Morgan Stanley Mar 28, 2012
News
Exporting pop culture abroad / Govt project aims to help small local businesses go international
The Yomiuri Shimbun Mar 28, 2012
News
US Economy Exerts Growing Influence on Japanese Export Trend
Mitsubishi UFJ Morgan Stanley Mar 23, 2012
News
Value of Exports and Imports February 2012 (Provisional)
Trade Statistics of Japan Mar 22, 2012
News
Japan Monthly Statistics(The end of updating:22 Mar.2012)
Ministry of Internal Affairs and Communications Mar 22, 2012
News
Businesses oppose required rehiring / Fear obligation to reemploy over-60 workers would mean less motivated staff, raise costs
The Yomiuri Shimbun Mar 20, 2012
News
Disaster goods selling well / New products emerge to meet demands for disaster prevention
The Yomiuri Shimbun Mar 19, 2012
News
Flashes of economic recovery / Production, spending on upswing, though power shortage looms
The Yomiuri Shimbun Mar 16, 2012
News
Value of Exports and Imports February 2012 (First 20 days Provisional)
Ministry of Finance Mar 19, 2012
Analysis
Monthly Consumer Confidence Survey covering all of Japan (Since April 2004)
Cabinet Office Mar 13, 2012
News
Indices of Tertiary Industry Activity (January 2012)
Ministry of Economy, Trade and Industry Mar 13, 2012
News
Survey finds 40% of listed firms incurred disaster-related losses
The Yomiuri Shimbun Mar 12, 2012
RESEARCH AND STRATEGY FIXTURES
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