RaboResearch - Economic Research

Economic Comment

Japan: Economic recovery on the cards?

We expect the Japanese economy to recover moderately in the fourth quarter of 2018, and this will continue in the first quarter of 2019, but we do not foresee any surprises from the central bank in terms of policy changes. Inflation has not picked up yet, and risks remain tilted to the downside.

Economic Report

Japanese snap elections: logic or gamble?

Japanese Premier Abe called for snap lower house elections to be held on October 22. We expect Abe’s coalition to win the election by majority, but major changes on the opposition side can turn the snap election from initial logic to a gamble.