Monthly Economic Report (October)
The Cabinet Office’s October 2026 Monthly Economic Report assessed that the economy was recovering moderately, while the effects of the situation in the Middle East should be watched closely and...
Economic Analysis
60(Bank of Japan Review) Economic Policy Uncertainty in Earnings Calls
This article constructs a corporate EPU index from the earnings call transcripts of Japanese companies and analyzes its characteristics and effects on the macroeconomy. Corporate EPU reflects rising...
Takaichi Marks One Year as Prime Minister
On the first anniversary of her appointment, Prime Minister Takaichi cited the enactment of all 74 government bills and changes in economic indicators, and set out a policy of combining a strong...
Takaichi Holds 14th Council on Economic and Fiscal Policy Meeting
At the Council on Economic and Fiscal Policy meeting on October 9, 2026, participants discussed how to flesh out the medium to longterm economic and fiscal plan and its implementation framework....
Takaichi Delivers Policy Speech at 222nd Diet Session
Prime Minister Takaichi set out a policy of protecting people’s livelihoods and building a hopeful future amid changes in the international order and intensifying competition among nations, guided by...
Main Opinions at the September 17–18 Policy Meeting
The Bank of Japan published the views of Policy Board members and government representatives at the monetary policy meeting held on September 17 and 18, 2026. While some saw the economy recovering...
Takaichi Holds 13th Council on Economic and Fiscal Policy Meeting
On September 30, 2026, Prime Minister Takaichi convened the 13th Council on Economic and Fiscal Policy meeting to discuss the FY2027 budget process and macroeconomic management in light of price and...
Monthly Economic Report (September)
The Cabinet Office’s September 2026 Monthly Economic Report assesses Japan’s economy as being on a moderate recovery path, while urging attention to the situation in the Middle East, natural...
Report on Food Loss and Waste Impacts Published
An announcement states that a report on the economic losses and greenhouse gas emissions caused by food loss and waste has been published. It also lists notable information and keywords, including...
Why Productivity Gains Did Not Raise Wages: Lessons from Japan's Deflation
This article presents an overview of Abe, Hirano, and Kaihatsu (2026), which analyzes the role of ideas and practices established during the deflationary period that wages and prices should not rise...
FSA Analytical Notes (2026.7), Vol. 2 Published
The Financial Services Agency published a report containing three analyses on lending to overseas borrowers, corporate default rates, and deposit trends as part of FSA Analytical Notes, a collection...
FY2027 Budget Policy: Investment Framework and Active Fiscal Policy
On July 30, 2026, the Council on Economic and Fiscal Policy discussed the overall FY2027 budget and the basic policy for budget requests, based on the Cabinet Office midyear estimate and other...
IMES Newsletter: 2026 International Conference
The Institute for Monetary and Economic Studies of the Bank of Japan held the 2026 International Conference from May 27 to 28. Since the first conference in 1983, this was the 31st edition, with...
FY2026 Economic and Fiscal White Paper—Toward a Growth-Oriented Economy— | Chapter 6Price Changes, Corporate Behavior, and Growth Capital
Japan’s economy experienced prolonged restraint in corporate investment and labor costs, alongside sluggish growth in manufacturing production and exports. In the 2020s, however, progress in passing...
FY2026 Economic and Fiscal White Paper—Toward a Growth-Oriented Economy— | Chapter 7Corporate Balance Sheets and Capital Stock Accumulation
For companies in Japan, total assets remained broadly flat until the early 2000s and then expanded gradually, driven mainly by financial assets, while the share of tangible assets declined. During...
FY2026 Economic and Fiscal White Paper—Toward a Growth-Oriented Economy—
The FY2026 Annual Economic and Fiscal Report sets out the “Challenges for a FullScale Transition to a GrowthOriented Economy.” Chapter 1 examines current economic conditions and challenges, Chapter 2...
Features of FY2025 Bank and Shinkin Bank Results
The Bank of Japan’s Financial System and Bank Examination Department reported that large banks and regional banks posted higher profits in FY2025, while shinkin banks posted lower profits. Basic...
Major Banks’ FX Deposits: Customer Dynamics and Spreads
This article uses highgranularity data to examine customer dynamics in major banks’ foreigncurrency deposits and quantitatively analyzes the factors influencing whether customers exit, the length of...
BOJ Institute Discussion Paper Series
The Bank of Japan Institute for Monetary and Economic Studies Discussion Paper Series (DPS) compiles research findings by institute staff and external researchers and is intended to obtain broad...
Prime Minister Ishiba Holds Meeting with Crown Prince and Prime Minister Salman bin Hamad Al Khalifa of Bahrain
On September 19, 2025, Prime Minister Shigeru Ishiba held a 25minute meeting with His Royal Highness Crown Prince and Prime Minister Salman bin Hamad Al Khalifa of Bahrain at the Prime Minister's...