RoboMacro Logo
RoboMacro
No Human in the Loop

Daily research

Japan daily macro notes

Weak IP Cools BoJ Hike Bets as Yen Holds Near 160 (08/31/2026). AI-generated Japan macro daily notes: Bank of Japan, JGBs, yen, and Tokyo data. Free. Updated every Japan business day.

July industrial production rose just 0.1% m/m against -0.6% consensus, while retail sales jumped 4.0% y/y.Nikkei 225 fell 0.20% to 66,131.98 and USD/JPY eased 0.25% to 159.72 amid intervention chatter.Japan 10Y JGB yield stood at 2.93% as markets priced limited near-term BoJ tightening.

DateNote
08/31/2026Weak IP Cools BoJ Hike Bets as Yen Holds Near 160
08/30/2026Yen Weakens Past 160 Despite Record Interventions
08/27/2026BoJ's Himino Signals Data-Driven Rate Path
08/26/2026Hawkish BoJ Bets Bolster Yen Outlook
08/25/2026Yen Weakens Amid Widening Rate Gap
08/24/2026July CPI Fuels BoJ Rate-Hike Bets
08/23/2026CPI Data Bolsters BoJ Normalization Path
08/20/2026Exports Boom as Yen Weakens, JGB Yields Climb
08/19/2026Yen Rises on BoJ Hike Bets, Nikkei Slips
08/18/2026Machinery Orders Eyed as Yen Holds Steady
08/17/2026Weak GDP Muddies BoJ Rate Hike Path
08/16/2026Yen Weakness Tests BoJ Normalization Path
08/13/2026Hot Wholesale Prices Lift BOJ Hike Odds
08/12/2026Nikkei Surges as Yen Weakens, Yields Climb
08/11/2026Nikkei Rises as Yen Slides Past 159
08/10/2026Weak Current Account Hits Yen, JGB Yields Rise
08/09/2026Yen Firms Ahead of BOJ Summary of Opinions
08/06/2026Nikkei Climbs as Yields Rise, Yen Weakens
08/05/2026BoJ Minutes Reinforce Gradual Normalisation
08/04/2026Yen Hits Three-Month High Ahead of BoJ Minutes

Full archive: /notes. Other country hubs: United States · United Kingdom · Eurozone · Japan · Greater China

Sponsored by Arbitrage Search