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Japan
Featured Content
Japan: Domestic Demand
Japanese Manufacturing Activity Accelerates in December, PMIs Point to Promising January
Macroeconomy
Japan: Economic Profile
Japan Revises Down Q3 GDP To 1.4% from 1.5% q/q
Japan : Northeast Asia : Advanced Economies : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle :
Japan: Monetary Policy
Trade Deficit Does Little to Weaken Yen or Reverse Japan's Deflationary Trend
Monetary Policy Unchanged As BoJ Turns More Bearish
Japan : Northeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Japan: Fiscal Policy
Japan's FY2012 Budget Does Little to Address Long-Term Fiscal Problems
Moody's Downgrades Japanese Debt
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?
Are Targets the Way to Go to Reduce Current Account 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?
Are Targets the Way to Go to Reduce Current Account 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
Passing of Dear Leader to Delay U.S.-North Korea Negotiations
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: Baby, It's Cold Outside
A chilling external environment and weak domestic private-sector growth drivers will undermine Japan’s fragile postquake recovery, though public-sector spending will provide a much-needed boost to growth in 2012. Coupled with a persistently strong yen, private- and external-sector fundamentals will conspire to keep Japanese prices mired in deflation for the next two years. Japan’s passive, prudent savers will continue to support new public debt issuance, and the Bank of Japan (BoJ) will also serve as a ready buyer of Japanese government bonds (JGBs), shielding the country from a home-grown sovereign debt crisis.
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
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
News
Japan, hit by quake impact and rising yen, announces first annual trade deficit since 1980
The Washington Post Jan 24, 2012
News
Japan PM reshuffles cabinet in bid to win support for tax hike
The Washington Post Jan 13, 2012
News
Japan’s industrial output rebounds, household spending edges up in signs of economic strength
Washington Post Jan 31, 2012
News
Indices of Industrial Production, December 2011
Japan Ministry of Economy, Trade and Industry Jan 31, 2012
Analysis
"Labour Force Survey(Basic Tabulation)" (December 2011, Quarterly Average Results - Oct.-Dec. 2011 -, 2011 Yearly Average Results )
Ministry of Internal Affairs and Communications Jan 31, 2012
Analysis
Factors behind Unexpectedly Solid Private Consumption
Mitsubishi UFJ Morgan Stanely Jan 31, 2012
Analysis
Manufacturing production rises for first time in three months at start of 2012
Markit/JMM Jan 31, 2012
News
Economic Policy Speech by Motohisa Furukawa, Minister of State for Economic and Fiscal Policy, to the 180th Session of the Diet
Cabinet Office Jan 30, 2012
News
Japanese Stocks Drop for Third Day as U.S. GDP Trails Forecast
Bloomberg BusinessWeek Jan 30, 2012
News
"Consumer Price Index (2010-base)" (Japan 2011)
Ministry of Internal Affairs and Communications Jan 27, 2012
News
Video Message from Prime Minister of Japan Yoshihiko Noda at the 2012 Davos Meeting Side Event "Japan Night"
Prime Minister of Japan and His Cabinet Jan 27, 2012
Analysis
Quake Recovery Demand Helping to Improve Business Conditions for Smaller Firms
Mitsubishi UFJ Morgan Stanely Jan 27, 2012
Analysis
First Trade Deficit in 31 Years Reminds Market of Possible Current Account Deficit
Mitsubishi UFJ Morgan Stanely Jan 26, 2012
News
Japan’s Consumer Prices Slide for Third Month on Export Slump, Strong Yen
Bloomberg Jan 26, 2012
News
Stalled Tax Boost Risks Japan Bond Slump as Noda Fails to Get LDP Backing
Bloomberg Jan 26, 2012
News
Japan Consumer Spending Revival Supports Growth as Exports Slide: Economy
Bloomberg Jan 26, 2012
Analysis
BOJ Has Little Maneuvering Room between European Debt Crisiss and FRB
Mitsubishi UFJ Morgan Stanely Jan 25, 2012
News
Japan’s Fiscal Pressure Intensifies as Tax-Boost Plan Insufficent: Economy
Bloomberg Jan 24, 2012
News
Policy Speech by Prime Minister Yoshihiko Noda to the 180th Session of the Diet
Prime Minister of Japan and His Cabinet Jan 24, 2012
Analysis
China: Short-term headwinds, but recovery in 2012; Japan recovery stagnates
Danske Bank Research Jan 24, 2012
Opinions
Price Trends Likely to Vex Government and BoJ in 2012
Mitsubishi UFJ Morgan Stanely Jan 19, 2012
News
Initiatives/Programs for the Recovery of Thailand from the Flooding
Ministry of Economy, Trade and Industry Jan 18, 2012
Analysis
Highlights of METI-related Draft Budget for FY 2012
Ministry of Economy, Trade and Industry Jan 16, 2012
News
Japan’s Machinery Orders Jump 14.8% in Sign of Corporate Spending Rebound
Bloomberg Jan 15, 2012
News
Noda Says Japan Must Heed Lessons From Europe’s Credit-Rating Downgrades
Bloomberg Jan 13, 2012
Opinions
Deleveraging and Growth: Is the Developed World Following Japan's Long and Winding Road?
Bank of Japan Jan 10, 2012
Analysis
Indexes of Business Conditions November 2011 Preliminary Release
Cabinet Office Jan 11, 2012
Analysis
Cooperation from Strength The United States, China and the South China Sea
Center for a New American Security Jan 09, 2012
RESEARCH AND STRATEGY FIXTURES
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Top 10 Most Read
Featured Economic Research and Market Strategy
Featured Analysis
Germany Outlook: Stagnation in 2012, Recession in 2013
“The deceleration in German export growth will be driven in particular by faltering demand from other EZ economies, while appetite from emerging markets, led by China, will prove more robust. ”
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Feb 01, 2012
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