Macroeconomics and movements in financial markets impact many aspects of our lives. Having a well-informed view of what could transpire can help mitigate the risks we face and uncover profitable opportunities.
Both official statistics and anecdotal evidence suggest that Japan’s consumer confidence has deteriorated. We discuss some of the reasons why below, but suspect that circumstances should improve, contributing to a gradual recovery going forward
Our most recent publications
- Japanese stocks plunge 12% in a day as the carry-trade is rapidly unwound
Hawkish BoJ comments and weak US data prompt investors to panic from overbought positions. - Falling initial jobless claims help to alleviate investors’ fears of an imminent recession
Economic data point at moderate but positive growth, though potential headwinds are elevated as monetary conditions remain tight. - Less hawkish comments by BoJ Deputy Governor Uchida ignite a relief rally for equities
We expect Japan’s financial markets to remain volatile despite encouraging wage data.


Designed to give clear interpretation of the previous week’s macroeconomic and financial market developments. This publication represents how Zurich sees the financial landscape evolving on a week-by-week basis
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