Japan Update: Japanese Auto Makers Shift to “Must Have on Hand” Inventory Management

  • Japanese Auto Makers Shift to “Must Have on Hand” Inventory Management
  • Ishiba Drops Out of LDP Race, Throws Support to Kono
  • July Machinery Orders Rise 0.9%
  • Asian Natural Gas Prices Continue Higher
  • Ferrosilicon Prices Hit 41-Year High
  • Steel Construction Materials Prices Higher
  • Global Investment in Upstream SPE to Near US$100 Billion in 2022
  • Nikkei 225 Index Ends Longest Winning Streak Since 1988

Japan Update: August Import Prices Hit Record

  • August Import Prices Hit Record
  • Construction Gets More Competitive
  • August Ship Export Orders Double
  • Ishihara Sangyo (4028) Raises Titanium Dioxide Export Prices
  • August Large Lot DRAM Prices Fall
  • COVID Vaccination Program Should be Complete by November
  • Candidates Scramble for Support in LDP Election
  • RCEP to Kick Off in January 2022

Japan Update: COVID Restrictions Extended Through September 30

  • COVID Restrictions Extended Through September 30
  • April-June Revised GDP Up 1.9%
  • COVID Pushes August Economy Watcher’s Index Lower
  • Toyota Motor (7203) Cuts October Global Production Plan by 40%
  • July Consumption Up 0.7%, Cash Wages Rise 1.0%
  • Kohno Enters LDP Race, Pushes “Safe Nuclear Power”
  • Ground Self-Defense Force to Hold Biggest Exercise Since 1991

Japan Update: July Unemployment Improves to 2.8%

  • Unemployment Improves to 2.8%
  • August Consumer Sentiment Declines as COVID Rages
  • July Production Index Falls 1.5% as Semiconductor Shortage Spreads
  • Capex Up 5.3% in April-June Quarter
  • Corporate Borrowing Highest Since 2000

Japan Update: Government Expands COVID Restrictions to New Prefectures

  • Government Expands COVID Restrictions to New Prefectures
  • Kishida to Announce Candidacy in LDP Race, LDP Election Set for September 29
  • TSMC Announces 10% to 20% Price Hikes
  • Murata Manufacturing (6981) Halts Production at Fukui Plant Due to COVID Outbreak