Bank of Japan rate hike odds rise with strong export performance
BoJ expected to tighten Friday, yet next hike will come in second half of 2026
Bank of Japan rate hike case backed by strong exports and elevated inflation
Data support December rate hike, but political pressure could delay move until 2026
Japanese exports recovered in September despite US tariff hit
We still believe an October Bank of Japan rate hike is a possibility
Japan exports rose in first half, but profits might have declined
I mercati festeggiano la minor incertezza sul fronte commerciale.
Dazi, Giappone e Corea a caccia di un accordo con gli USA
Japanese export growth slowed in March, and US tariffs are sure to accelerate…
Japan’s export jump may be calm before Trumpian storm
L'inflazione italiana aumenta ancora a maggio a causa delle crescenti…
La BCE pronta a un aumento dei tassi “precauzionale” contro lo shock…
La prossima Pfizer sarà cinese
Asia’s AI-chip trade growth continues to boom
Japan's exports and core machinery orders recover
Carbon neutrality a long way off for Japan despite reopening nuclear reactors
Asia markets wait for the Fed
Prepare for another huge fall in Japanese GDP
A fall of about 20% (annualised) in second-quarter Japanese GDP is not a big event these days - but for what it is worth, this is how we arrive at our…
Buying some replacement trainers is not the same as a V-shaped recovery
The coming months will see further switches of global growth numbers from negative to positive like the recent US retail sales. This does not mean a…
Japan export plunge an illusion
