GDP components · Japan
Japan Household Spending MoM
The Japan Household Spending MoM is one part of the national accounts of Japan: what households spend, what businesses invest, what they earn, or how productive workers are.
- Важность
- Medium
- Опубликовано
- Monthly
- Следующая публикация
- Валюта
- JPY · Japanese yen
- Центральный банк
- The Bank of Japan
Последние данные
Последняя публикация, за AUG, вышла 2026-10-08; значение: 0.1%. Это ниже консенсус-прогноза 0.5%. Это ниже, чем 0.5% в прошлый раз.
A weaker figure than expected points to slowing activity: the Japanese yen tends to soften and markets price in lower rates.
За последние 12 публикаций значение колебалось от -6.4% до 6.2%, в среднем -0.3%.
| Опубликовано | Для | Факт | Консенсус | Предыдущее |
|---|---|---|---|---|
| 8 Oct 2026 | AUG | 0.1% | 0.5% | 0.5% |
| 3 Sep 2026 | JUL | 0.5% | 2.6% | -6.4% |
| 6 Aug 2026 | JUN | -6.4% | -3.1% | 3.7% |
| 6 Jul 2026 | MAY | 3.7% | 1.4% | 1.6% |
| 4 Jun 2026 | APR | 1.6% | 0.8% | -1.3% |
| 11 May 2026 | MAR | -1.3% | 0.6% | 1.5% |
| 6 Apr 2026 | FEB | 1.5% | 2.6% | -2.5% |
| 9 Mar 2026 | JAN | -2.5% | 0.8% | -2.2% ® |
| 5 Feb 2026 | DEC | -2.9% | -1.3% | 6.2% |
| 8 Jan 2026 | NOV | 6.2% | 2.7% | -3.5% |
| 4 Dec 2025 | OCT | -3.5% | 0.7% | -0.7% |
| 6 Nov 2025 | SEP | -0.7% | – | 0.6% |
Почему это важно
GDP's headline hides its drivers. Household spending is usually the largest part of demand; investment is the most cyclical and tells you about firms' confidence; productivity and labour costs decide whether growth can continue without inflation.
Как считается
the Statistics Bureau and the Cabinet Office estimates each component from surveys, tax and trade data, after inflation where noted ("real").
Что означают изменения
- Strong spending with weak income growth cannot last: watch the savings rate.
- Productivity growth lets wages rise without pushing up prices; unit labour costs show the opposite.
Выше ожиданий: A stronger figure than expected points to a healthier economy: it usually supports the Japanese yen and local stocks, and can push bond yields up.
Ниже ожиданий: A weaker figure than expected points to slowing activity: the Japanese yen tends to soften and markets price in lower rates.
Краткая история
The components follow the expenditure approach to GDP set out by Keynesian economics in the 1930s and standardised in the System of National Accounts.
Вопросы
What is the Japan Household Spending MoM?
The Japan Household Spending MoM is one part of the national accounts of Japan: what households spend, what businesses invest, what they earn, or how productive workers are.
What was the latest Japan Household Spending MoM?
0.1% for AUG, published on 8 October 2026 (consensus 0.5%, previous 0.5%).
When is the next Japan Household Spending MoM?
On Monday 9 November 2026 at 23:30 UTC.
Только образовательный материал, не инвестиционная рекомендация. Цифры — опубликованные результаты в том виде, в каком их записал наш календарь; описанные реакции рынка типичны, но не гарантированы.