Pantheon Macroeconomics

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30th May 2022 00:10China+, Daily Monitor, Weekly Monitor

Inflation is stabilising in Japan, after its April surge, and we do not expect much movement from here.

Yen weakness has partially reversed, thanks to U.S. data, easing the pressure on the BoJ.

Chinese industry is under pressure, particularly the private sector, and policy offers only limited support.

boj core inflation cpi cpi inflation durable goods energy energy inflation fed food inflation fresh food industrial profits interest rate local governments May oil policy policymakers ppi private firms soe tax cuts u.s. yen yield curve

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Keywords for: The Excitement is Over for Japanese Inflation, and the BoJ

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