日本展望报告_2026 年日本宏观经济展望与市场策略-Japan Outlook Report_ Japanese macroeconomic outlook and market strategies for 2026

Japan Outlook Report Foreign Exchange - Global Japanese macroeconomic outlook and market strategies for 2026 1. Japan's economy: We look for ongoing recovery as core inflation falls below 2% We believe Japan's economy will remain on a recovery path in 2026, with consumer spending supported by PM Takaichi's economic package and strong capex to compensate for labor shortages. We expect core CPI inflation (all items less fresh food) to fall below 2% y-y in 2026 Q1 and remain there for a year. We base this outl ...