Japan News & Analysis

Japan Unemployment Rate came in at 2.4% below forecasts (2.5%) in February

Japan Jobs / Applicants Ratio registered at 1.24, below expectations (1.26) in February

https://www.reuters.com/world/china-japan-south-korea-will-jointly-respond-us-tariffs-chinese-state-media-says-2025-03-31/ BEIJING, March 31 (Reuters) – China, Japan and South Korea agreed to jointly respond to U.S. tariffs, a social media account affi…

Japan appears to be emerging from a 30-year battle with deflation driven by an economy expanding at a pace above its potential growth rate.

USD/JPY was down at a multi-day low under 149.00 on heighted risk aversion and narrower US-Japan bond yield spreads, but it somewhat recovered above that hurdle, BBH’s FX analysts report.

Japan’s finance regulator is planning to change the country’s laws to classify cryptocurrencies as financial products as early as 2026, according to the local outlet Nikkei.The Financial Services Agency (FSA) plans to submi…

Japan Housing Starts (YoY) registered at 2.4% above expectations (-1.4%) in February

Japan Annualized Housing Starts rose from previous 0.774M to 0.805M in February

Japan Construction Orders (YoY) declined to -3.3% in February from previous 12.2%

Japan Retail Trade s.a (MoM) remains unchanged at 0.5% in February

Japan Large Retailer Sales: 2% (February) vs previous 4%

Japan Industrial Production (YoY) declined to 0.3% in February from previous 2.2%

Japan Retail Trade (YoY) came in at 1.4%, below expectations (2%) in February

Japan Industrial Production (MoM) came in at 2.5%, above expectations (2.3%) in February

A scarcity of rice is causing discontent among farmers and consumers in Japan and drawing attention to a policy some say has worsened shortages.

Japan CFTC JPY NC Net Positions rose from previous ¥123K to ¥125.4K

W.R. Berkley on Friday confirmed a deal for Japan-based insurance firm Mitsui Sumitomo to buy a 15% stake. WRB stock jumps double digits.
The post Insurance Stock Jumps As Japanese Investor Takes 15% Stake appeared first on Investor's Business Dai…

One in 10 Japanese jobs are tied to the automotive industry.

The Bank of Japan (BoJ) published the Summary of Opinions from its March monetary policy meeting, with the key findings noted below.

Japan Tokyo CPI ex Food, Energy (YoY) dipped from previous 2.2% to 1.1% in March

The headline Tokyo Consumer Price Index (CPI) for March rose 2.9% YoY as compared to 2.9% in the previous month, the Statistics Bureau of Japan showed on Friday.

Japan Tokyo Consumer Price Index (YoY) remains unchanged at 2.9% in March

Japan Tokyo CPI ex Food, Energy (YoY) up to 2.4% in March from previous 2.2%

Japan Tokyo CPI ex Fresh Food (YoY) came in at 2.4%, above expectations (2.2%) in March

The U.S. levies are likely to disrupt the complex supply chains of major carmakers, hitting companies that export vehicles from Mexico, Canada, Japan, South Korea and Germany.

Japan Chief Cabinet Secretary Yoshimasa Hayashi said on Thursday that they have “once again, asked the US to exempt Japan from auto tariffs.”

Japan Foreign Investment in Japan Stocks climbed from previous ¥-1806.2B to ¥-1206B in March 21

Japan Foreign Investment in Japan Stocks increased to ¥-1B in March 21 from previous ¥-1806.2B

Activist investors are challenging a corporate model marked by underused assets and low returns on equity

BMW (Germany): ETR:BMW up 5% SAIC Motors (China): SHA:600104 up 26% Renault (France): EPA:RNO up 11% Mitsubishi Group (Japan): TYO:8058 down 40% Tesla Motors (USA): NASDAQ:TLSA down by 40% Note: Out of 17 car brands analyzed, only 3 reported positive y…

I moved from Europe to Japan for a corporate job. Working here has been filled with surprises about quitting culture, happy hours, and technology.

USD/JPY is up near 150.50. Bank of Japan Governor Kazuo Ueda reiterated the bank’s guidance that it will continue to raise interest rates if its economic outlook is realized, BBH’s FX analysts report.

The Bank of Japan (BoJ) new board member Junko Koeda said on Wednesday, “we are seeing signs of progress on rising prices alongside wage hikes.” Additional quotes Various indicators show underlying inflation moving towards 2% inflation sustainably.