2023年9月21日～22日の日銀議事要旨が11月6日に公表されました。「先行きも、物価上昇の影響を受けつつも、名目雇用者所得の改善が続くもとで、行動制限下で積み上がった貯蓄にも支えられて、緩やかな増加を続けると予想される。 」としています。
内閣府の最新の消費者態度調査によれば、「個人消費マインドは改善に向けた動きが足踏み状態にある」とされています。
個人消費やマインドの推移を見守りたいと思います。
データ出所：日本銀行
内閣府
The BOJ's minutes for September 21th-22th 2023 was published on November 6th 2023. It says "Regarding the outlook, although such consumption was expected to be affected by price rises, it was projected to continue increasing moderately with nominal employee income continuing to improve, and partly supported by household savings that had accumulated as a result of pandemic-related restrictions.".
According to the latest consumer confidence survey by cabinet office, Government of Japan, it says "The movement of personal consumption sentiment toward improvement appears at a standstill".
I think we should keep an eye on personal consumption and sentiment in Japan.
Data source : Bank of Japan
Cabinet Office, Government of Japan
