BOJ

With many countries in the world seeing a renewed spike in covid cases, lockdowns and other restrictions are being reimposed. The economic impact of that is likely to increase calls for central banks to step in with more easing. But most… Read More

Chinese officials are reportedly discussing the possibility of cutting the country's GDP growth projections to as little as 5% annual over the next five years. Officials could make the announcement either during or after the fourth… Read More

The major theme of this cycle's central bank meetings is the "pivot" from emergency COVID measures towards a more balanced policy to support the emerging recovery. Some of the policies introduced are simply not sustainable in the medium… Read More

Last Week’s Highlights China Exports Rise More than Expected in June The latest export data from China showed an unexpected increase in June according to the official data. Exports rose at a pace of 0.5% on a year over year basis. This… Read More

The general consensus surrounding the major central bank meetings in July is that they will stand firm on the current policy. There are important economic events happening over the next few weeks to support this view. The release of… Read More

Last Week’s Highlights China’s Consumer Prices Rise at a Steady Pace The latest data from China showed a steady increase in consumer prices to 2.5% on the year in June. This was up from 2.4% in the previous month. On a month over month… Read More

There has been something odd about the yen, lately, tomorrow we might get some clues as to why. There is a host of key data coming out, but the Tankan survey could answer a couple of open questions. It could also give better insight into… Read More

Last Week’s Highlights China’s Producer Prices Fall at Faster Rate China’s latest factory gate figures indicate that the declines were faster than forecast. Official data showed that factory prices fell for the fourth consecutive month,… Read More