Japan’s experiment with Abeconomics remains widely misunderstood. It is modelled on an earlier successful Japanese reflation attempt in the 1930s. Since the eurozone is plagued by similar ills which threaten […]

The Tankan sentiment index for small non-manufacturers turned positive for the first time since 1992, rising to 4, with construction companies the most optimistic. The end of Japan’s lost decades?

A marked improvement in capital expenditure led to an upward revision in April-June gross domestic product GDP to an annualised 3.8 percent expansion from a preliminary 2.6 percent increase via […]

“Abenomics is working,” says Klaus Baader, from Societe Generale. The economy has roared back to life with growth of 4pc over the past two quarters – the best in the […]

Well, it seems that everyone is talking about Japan’s Shinzo Abe’s so-called “Fourth Arrow” in his economic recovery program. That is, a plan to raise the consumption tax to eight […]

A recovery in industrial production and consumer spending points to above-trend growth in Q2. Consumer price inflation may soon make a brief appearance above zero on the back of higher […]

The BOJ is increasingly confident about the near-term outlook for the economy and prices, people close to the central bank say. Japan’s GDP expanded at a 4.1% annual pace in […]

Many observers argue that higher inflation can have only a small effect on the fiscal position of a country with sophisticated and open financial markets like Japan. Any attempt to […]

Rising bond yields are often the cause for a change of government policy. A notorious recent case is the Spanish and Italian bond markets cajoling the European Central Bank ECB […]