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日本最新经济数据出乎市场预期,出现好转迹象。其原因包括泰国洪灾引起的供应链断裂已经恢复、存货反弹、工业生产呈现恢复动向、日本地震灾后重建力度大于预期等。日本核灾难之后一度面临电力短缺问题,现在看来已经基本渡过困难较大的时期。随着日本央行近日推出的新一轮宽松货币
Japan’s latest economic data out of the market expectations, signs of improvement. Reasons include the supply chain rupture caused by the floods in Thailand, the rebound in inventories, the resumption of industrial production and the more-than-expected reconstruction efforts in Japan after the earthquake. For a time after Japan’s nuclear disaster faced the problem of power shortage, it now appears that it has basically passed the difficult period. With the Bank of Japan recently launched a new round of loose money