BOJ Tankan Q2 2025: Large Manufacturing Index 13 (vs. expected 10) ...Middle East

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Bank of Japan Tankan Survey – June 2025 Highlights

Large Manufacturers (June): +13 (forecast: +10). +13 is the highest since December last year.

Large Non-Manufacturers (June): +34 (forecast: +34) +34 is the lowest since December last year

Small Manufacturers (June): +1 (forecast: -1)

Small Non-Manufacturers (June): +15 (forecast: +15)

Currency Assumptions (FY2025/26):

All Firms – USD: ¥145.72

Other Indicators:

All Firms Financial Conditions Index (June): +11 (vs March: +10)

Recurring Profits – Large Manufacturers (FY2025/26): -8.4%

Large Firms: +11.5% (forecast: +10.0%)

BoJ Tankan – Corporate Price Expectations (June 2025):

1-Year Inflation Outlook: Firms expect consumer prices to rise 2.4% over the next year (previous survey: +2.5%)

3-Year Inflation Outlook: Firms expect consumer prices to rise 2.4% annually over the next three years (unchanged from previous survey)

5-Year Inflation Outlook: Firms expect consumer prices to rise 2.3% annually over the next five years (unchanged from previous survey)

more to come

Earlier preview:

The Bank of Japan Tankan report is due soon, here are the Reuters results as a preview

Bank of Japan Governor Ueda

This article was written by Eamonn Sheridan at www.forexlive.com.

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