East Asia Econ

Japan – inflation risks skewed to the upside

Japan – labour market tightness and higher PPI

Japan – higher expectations for inflation, but not growth

Japan – wage growth solid, but activity weaker in Q1

Japan – output gap less negative than it looks

Japan – inflation pain

Japan – wages support surprisingly firm consumption

Japan – the hawkish case

Japan -part-time wage growth at 4.6%

Japan – still not the right inflation

China – on a Japanification scorecard, only getting 30%

Japan – doubling down on labour shortages

Japan – on the way (again) to 1%

Japan – a step closer

Japan – more incrementally positive wage indicators

Japan – what breaks the range?

Japan – BOJ still not moving

Public Post

Japan – still warming up

The BOJ releases its quarterly Tankan survey in two parts. The summary was published Friday, and today's full release confirms the story: the forecast scores point to a labour market that is still tightening, and output price pressure that is continuing to build.

Japan – another very solid Tankan

Japan – solid data again

Japan – wage data better than consumption

Japan – profitability holding up

Japan – price-wage story still intact

Japan – activity softer, prices up

Japan – not positive enough