We’ve had a lot of data already today from Japan:

  • Japan Overall Household Spending y/y for July: 0.1% (vs. expected 0.3%)
  • Japan Jobless Rate for July: 3.8% (vs. expected 3.9%)
  • Japan Job-To-Applicant Ratio for July: 0.94 (vs. expected is 0.93)
  • Japan National CPI y/y for July: 0.7% (vs. expected 0.7%)
  • Japan National CPI y/y excluding Fresh Food for July: 0.7% (vs. expected 0.6%)
  • Japan National CPI excluding Food, Energy y/y for July: -0.1% (vs. expected -0.2%)
  • Tokyo CPI y/y for August: 0.5% (vs.expected 0.5%)
  • Tokyo CPI excluding Fresh Food y/y for August: 0.4% (vs. expected 0.4%)
  • Tokyo CPI excluding Food, Energy y/y for August:-0.4% (vs.expected -0.3%)
  • Recap
  • Japan Industrial Production for July (preliminary reading): 3.2% m/m (vs. expected 3.6%)
  • Industrial Production for July (preliminary): 1.6% y/y (vs. expected 1.8%)
  • Recap 2

There is more coming up:

  • 0400GMT July Vehicle Production, prior was +6.2%
  • 0500GMT July Housing Starts y/y, expected is +14.3%, prior was +15.3%
  • 0500GMT July Annualized housing starts, expected is 0.994m, prior was 0.976m
  • 0500GMT July Construction orders y/y, prior was +21.9%

Mike will have these results when he gets in