Data from Japan for October 2023

  • a beat for IP
  • a miss for retail
Japan October retail industrial data 30 November 2023

Japanese manufacturers' forecasts:

  • expect November output at -0.3% m/m (prior forecast was -2.8%)
  • expect December output at +3.2% m/m

A Japanese govt official on industrial output:

  • overall motor vehicle production went up in October, but regular passenger car output went down partly due to Toyota's output disruption