Tankan News & Analysis
2 articles
Market Mood
Japan Exports Rise 17% in May, Fastest Growth Since 2022
Japan's exports saw a year-on-year increase of 17% in May, surpassing expectations of 16.2% and up from 14.8% in April. Imports also rose by 12.5%, beating the forecast of 12.8%. This growth supports the Bank of Japan's recent policy rate hike to 1%, the highest in over 30 years. The yen traded at 160.4 against the dollar, reflecting continued weakness that impacts both exports and inflation dynamics in the country.
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Tankan Survey: Japan's Large Manufacturers Show Optimism at 17
The Bank of Japan's Tankan survey revealed a business optimism index of 17 for large manufacturers in Q1 2026, up from 15 in the previous quarter, surpassing the expected 16. This marks the highest optimism level since Q4 2021. Non-manufacturers maintained a sentiment index of 36, consistent with last quarter's revised figure, also exceeding expectations. Despite this positivity, analysts warn that rising energy costs and the ongoing Iran war could impact future sentiment and economic stability, particularly as Japan relies on imports for over 87% of its energy needs.
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