Latest Japan releases, policy documents, indicators and institution research. Research includes primary and explicitly related coverage.
| Date | Release | Actual |
|---|---|---|
| No structured releases yet. | ||
| Indicator | Latest | Period |
|---|---|---|
| Japan Gross Domestic Product | 689219.1 | 04/01/2026 |
| Japan Overnight Call Rate | 1.043 | 09/01/2026 |
| Japan Unemployment Rate | 2.5 | 08/01/2026 |
MUFG expects the 10-year JGB yield to stay elevated near 3% in the week of October 13, with an intraday range of 2.965%-3.115%. The 2-year-forward 1-month TONA OIS rate, a proxy for terminal-rate expectations, is seen holding around 2.5%, the top of the BoJ's…
Turkey's current account posted a USD 4.05bn surplus in August on seasonal tourism and a narrower energy-driven goods deficit. MUFG expects the CBRT to look through this seasonal improvement at its 22 October meeting, as Brent holds above USD 100/b and FX…
MUFG's Japan economic calendar previews the week of October 12, 2026, with September CGPI expected at +7.5% YoY versus consensus +7.6%, after +7.6% in August. M3 money stock is forecast at +1.2% YoY, with broadly-defined liquidity at +4.4%. August machinery…
MUFG keeps a cautious IDR bias, expecting USD/IDR at 18,350 in Q4 2026 and 18,500 in Q1 2027. Drivers include elevated US yields, an oil-driven trade balance squeeze, a harder Bank Indonesia trade-off and MSCI's consultation on reclassifying Indonesia from…
US September inflation drifted higher, yet Natixis argues a Fed pause is more likely than not, giving room to complete scaling into 2yr longs. Treasuries rallied despite bad inflation data and a silent Warsh, suggesting the market is forming a floor. The bank…
MUFG reports the USD is on course to weaken this week, ending four straight weekly gains. After jumping to a fresh year-to-date high on stronger September US CPI, the dollar quickly gave back those gains. The Fed is widely expected to hold rates this month;…
FX markets are caught between hot inflation, which argues for tighter Fed policy, and an AI-related tech selloff that could force a softer stance. ING expects the dollar to consolidate near recent highs, sees DXY capped at 102.40/50, and flags defensive Swiss…
A technology-led equity selloff drove a haven bid into Treasuries, pushing the 2-year yield down to about 4.7% and reversing the post-CPI rise, while the 10-year fell to roughly 5.05%. Lower US yields broadly relieved Asian currencies, but record foreign…
Fed Chair Warsh gave no policy guidance, which markets read as endorsing current pricing; the October hike probability dropped from 26% to 14% and the 2-year yield fell 3-4bps. The dollar was broadly unchanged. Warsh dwelt on AI, calling it a near-term…