I posted a heads-up on this here, which includes a description of both the Bank of Japan and Reuters Tanakn reports:
More:
- June big manufacturers index +5(Reuters poll: 3), the first improvement for 7 quarters, highest since December 2022
- Sept big
manufacturers index seen at +9(Reuters poll: 5) - June big
non-manufacturers index +23(Reuters poll: 22), improves for the 5th consecutive quarter, highest since June 2019 - Sept big
non-manufacturers index seen at +20(Reuters poll: 21) - June small
manufacturers index -5(Reuters poll: -4) - Sept small
manufacturers index seen at -1(Reuters poll: -3) - June small
non-manufacturers index +11(Reuters poll: 10) - Sept small
non-manufacturers index seen at +7(Reuters poll: 7) - Japan all firms see
dollar averaging 132.43 yen for fy2023/24 - Japan all firms see
euro averaging 140.11 yen for fy2023/24 - Japan big
manufacturers see dollar averaging 131.55 yen for fy2023/24 - June all firms
employment index -32 - June all firms
financial condition index +11 vs march +9 - June big
manufacturers’ production capacity index +2 vs march +1 - Japan big
manufacturers see fy2023/24 recurring profits -7.0% - Japan big firms see
fy2023/24 capex +13.4% (Reuters poll: 10.1%) - Japan small firms
see fy2023/24 capex +2.4% (Reuters poll: 3.7%)
I’ll have more to come on the Tankan separately.