July to September Corporate capex:
- +2.4% q/q
- and +9.8% y/y (expected +3.2%, prior +4.6%)
Recurring profits +18.3% y/y
- sales +8.3%
I updated USD/JPY here:
US dollar back towards its post-Powell lows in early Asia trade
USD/JPY is responding to Powell on Wednesday more than to this data release.