Mizuho Economic Outlook & Analysis Back Number(2019)

Mizuho Economic Outlook & Analysis provides Outlooks on the Japanese economy every quarter and in-depth analyses on economic issues on a timely basis.

RCEP comes to a crossroads -Even though an agreement in principle is reached among 15 nations, India suggests that it may withdraw- (November 18, 2019)(PDF/258KB)
Dec 23, 2019
Analysis of Household Consumption Dynamics -Considerations for the Consumption Stimulus- (October 30, 2019)(PDF/332KB)
Dec 17, 2019
FY2019, FY2020 Economic Outlook -The Japanese economy will remain on weak footing due to the slowdown of capital investment and tepid recovery of consumer spending- REVISED to reflect the 2nd QE for the Jul-Sep Qtr of 2019 (December 9, 2019)(PDF/328KB)
Dec 12, 2019
Deciphering China's "Fourth Plenum" Communique -The principles and ideals of governance based on party guidance were reaffirmed- (November 7, 2019)(PDF/274KB)
Dec 2, 2019
Second round of the regional revitalization initiative starts from FY2020 -Promoting central cities of regional economies is a key challenge- (November 1, 2019)(PDF/233KB)
Nov 27, 2019
FY2019, FY2020 Economic Outlook -Even though the global economy should bottom out through 2020, uncertainties will linger- (November 15, 2019)(PDF/442KB)
Nov 21, 2019
Dependence on trade with China growing globally -Transitions in the past 20 years and the future under US-China rivalry- (October 16, 2019)(PDF/352KB)
Nov 18, 2019
Only a partial agreement reached on the Japan-US Trade Agreement -"Initial Agreement" in line with the US wish for an early conclusion- (October 8, 2019)(PDF/307KB)
Nov 8, 2019
Slowing exports dampening China's manufacturing investment -Impact of US-China trade tensions on capital spending by listed firms- (September 27, 2019)(PDF/328KB)
Oct 31, 2019
Pension reform from the viewpoint of financial verification -It is important to expand the Employees' Pension Insurance coverage and promote labor participation- (September 9, 2019)(PDF/319KB)
Oct 17, 2019
When will Japan’s capital goods exports begin to pick up? -The timing of recovery may be delayed to the latter half of 2020- (September 2, 2019)(PDF/377KB)
Oct 10, 2019
FY2019, FY2020 Economic Outlook -The global economy will continue to slow down due to the escalation of US-China trade tensions- (August 13, 2019)(PDF/1.51MB)
Oct 7, 2019
Emerging market currency depreciation and debt problems -Latent risk in the expansion of foreign currency debt in China's private sector- (September 4, 2019)(PDF/434KB)
Sep 30, 2019
Status of the private lodging market one year after the new law enactment -The market dwindled due to new restrictions, but its presence is growing in central Tokyo and some regional areas- (August 16, 2019)(PDF/426KB)
Sep 30, 2019
China's interest rate marketization takes a step forward -Interest rates cut substantively, albeit marginally, following reform measur- (August 22, 2019)(PDF/446KB)
Sep 19, 2019
Revision of the Companies Act aimed at improving corporate governance -The revised law is expected to be enacted next year at the earliest, its effectiveness is being required- (July 24, 2019)(PDF/225KB)
Sep 12, 2019
FY2019, FY2020 Economic Outlook -The Japanese economy should remain on weak footing given the stagnation of exports and slowdown of domestic demand- REVISED to reflect the 2nd QE for the Apr-Jun Qtr of 2019 (September 9, 2019)(PDF/848KB)
Sep 11, 2019
Developments in interest rate benchmark reform -Responses to the discontinuation of LIBOR are urgently needed- (July 24, 2019)(PDF/455KB)
Sep 5, 2019
FY2019, FY2020 Economic Outlook -The global economy will continue to slow down due to the escalation of US-China trade tensions- [Summary] (August 13, 2019)(PDF/135KB)
Aug 15, 2019
Reforms to social security system for all generations -Both benefits and burdens should target people of all generations- (July 22, 2019)(PDF/188KB)
Aug 9, 2019
The number of foreign visitors to Japan in 2020 -The yellow light is flashing for the attainment of the 40 million inbound target- (July 8, 2019)(PDF/459KB)
Aug 6, 2019
Policy response to the increasing importance of population decline -Employment promotion and regional revitalization under the Basic Policy 2019- (July 8, 2019)(PDF/463KB)
Jul 30, 2019
Launch of "Osaka Track" on Digital Rules -Many difficulties lie ahead for WTO e-commerce negotiations- (July 2, 2019)(PDF/287KB)
Jul 26, 2019
Building momentum for measures against climate change -Risks and investment opportunities cited by central banks and regulatory authorities- (June 5, 2019)(PDF/451KB)
Jul 22, 2019
Dark clouds loom over the semiconductor market -Bottoming out will likely drag on with the trade war escalating between the US and China- (June 4, 2019)(PDF/270KB)
Jul 9, 2019
Impact of US-China Trade Tensions on Asia (II) -A simulation of the risks in the event the US and China invoke punitive tariffs upon all US-China trade- (June 4, 2019)(PDF/332KB)
Jun 25, 2019
The Impact of US-China Tensions on China's Exports -Substitution of China's exports has expanded to over 30% of tariff items- (May 27, 2019)(PDF/1.31MB)
Jun 19, 2019
US automobile import restriction measures will shift to negotiations -Concerns over additional tariffs and import quotas remain- (May 20, 2019)(PDF/266KB)
Jun 18, 2019
FY2019, FY2020 Economic Outlook -The Japanese economy will continue to lack strength- REVISED to reflect the 2nd QE for the Jan-Mar Qtr of 2019 (June 10, 2019)(PDF/156KB)
Jun 12, 2019
The 19th Questionaire Survey of Japanese Corporate Enterprises Regarding Business in Asia (February 2019) -Japanese Firms Concerned over China's Economic Slowdown and U.S.-China Trade Tensions- (May 17, 2019)(PDF/381KB)
Jun 6, 2019
Will Japan fall into economic recession? -Detailed analysis of the Tankan survey and consideration based on a historical DI estimate- (April 15, 2019)(PDF/176KB)
Jun 3, 2019
FY2019, FY2020 Economic Outlook -The global economy is gradually slowing down, and a further downshift may ensue if trade tensions escalate- (May 21, 2019)(PDF/1.06MB)
Jun 3, 2019
FY2019, FY2020 Economic Outlook -The global economy is gradually slowing down, and a further downshift may ensue if trade tensions escalate- [Summary] (May 21, 2019)(PDF/131KB)
May 27, 2019
Will the effects of China's economic stimulus measures materialize? -Evaluation of Jan-Mar quarter real GDP and analysis of policy effects- (April 23, 2019)(PDF/266KB)
May 24, 2019
India, Indonesia and the Philippines: Will their current account balances continue to deteriorate? (April 1, 2019)(PDF/184KB)
May 8, 2019
FY2018, FY2019 and FY2020 Economic Outlook -The global economy is headed for a slowdown in 2020, and uncertainty remains high- (February 15, 2019)(PDF/1.36MB)
Apr 8, 2019
BOJ ETF Purchases After Flexibility -Delaying aggravating side effects still leaves an element of risk- (February 27, 2019)(PDF/274KB)
Apr 3, 2019
FY2018, FY2019, FY2020 Economic Outlook -The Japanese economy will continue to lack strength due to the slowdown of exports- REVISED to reflect the 2nd QE for the Oct-Dec Qtr of 2018 (March 8, 2019)(PDF/156KB)
Mar 11, 2019
Economic impact of building national resilience and the supplementary budget -Expectations and risks of mitigating the reactionary downturn- (January 28, 2019)(PDF/131KB)
Mar 7, 2019
Will condominium prices in the Tokyo metropolitan area fall sharply? (February 8, 2019)(PDF/233KB)
Mar 4, 2019
Land prices in regional areas recover thanks to expanding inbound demand (January 16, 2019)(PDF/274KB)
Feb 25, 2019
FY2018, FY2019, FY2020 Economic Outlook -The global economy is headed for a slowdown in 2020, and uncertainties remain high- [Summary] (February 15, 2019)(PDF/131KB)
Feb 18, 2019
Impact of trade friction on capital investment -Uncertainty restrains capital investment growth by around 1%Pt- (December 14, 2018)(PDF/303KB)
Feb 6, 2019
Japan's trade policy challenges in 2019 -The focus of attention is on mega FTAs, WTO reform, and the Japan-US trade talks- (December 21, 2018)(PDF/705KB)
Feb 6, 2019
Effects and challenges of measures to deal with the consumption tax hike -Economic impact of spending stimulus measures totaling roughly 150 billion yen- (November 30, 2018)(PDF/139KB)
Jan 24, 2019

Return to Latest Reports

Back Number