Deutsche Bank-Japan Economic Notes Overview of the next week-107413290

2024-04宏观经济13免费

📄 文件全名: 《Deutsche Bank-Japan Economic Notes Overview of the next week-107413290.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: core-core CPI inflation to fall briefly below 2% in 2H 2024 before subsequently
climbing back to the 2% mark. Our inflation forecast is stronger than the consensus,
(same-sample basis) up 1.8% YoY, somewhat lower than the previous month’s
2.0% but still holding at around 2%. This would be consistent with last year’s shunto
total cash earnings to hit 2.8-3.0% after April. The Economy Watchers Survey for
🏷️ 核心议题: #CPI

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报告摘要

📋 核心要点(部分)

5 April 2024
2000 2005 2010 2015 2020 2025
10 Apr 8:50 09 Apr 23:50 Bank lending nsa, YoY% 2.9 - 3.0
11 Apr 8:50 10 Apr 23:50 Money stock: M1 nsa, YoY% 3.2 - 3.9
11 Apr 8:50 10 Apr 23:50 Money stock: M2 nsa, YoY% 2.2 - 2.5
12 Apr 13:3

❓ 常见问题

《Deutsche Bank-Japan Economic Notes Overview of the next week-107413290》主要包含哪些内容?

The output (sales) price DI for the retailing sector in the BoJ's March Tankan came to +44, unchanged from the previous survey in December. This DI generally leads core-core CPI inflation by around half a year. We believe core-core inflation has核心数据:core-core CPI inflation to fall briefly below 2% in 2H 2024 before subsequently;climbing back to the 2% mark. Our inflation forecast is stronger than the consensus,;(same-sample basis) up 1.8% YoY, somewhat lower than the previous month’s。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 13。

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这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了CPI等议题。