2024年2月9日金曜日

12月の経常収支、景気ウォッチャー調査、中国の1月の生産者物価指数・消費者物価指数、ブラジルの1月の消費者物価指数_The current account balance of Japan in December 2023, the economy watchers survey for Japan, the PPI and CPI for China in January 2024, the CPI for Brazil in January 2024

2月8日に発表された12月の経常収支は、季節調整後1兆8千100億円の黒字となり、前月比750億円減少しました。

また、同日発表された最新の景気ウォッチャー調査によると、1月の景気の現状判断DIは季節調整値で50.2となり、前月比1.6ポイント低下しました。 内訳を見ると、企業動向関連(=50.9)と雇用関連(=53.3)は50を超えたものの、家計動向関連(=49.5)は50を下回りました。

そして同日発表された、中国の1月の工業製品の生産者物価指数は前月比0.2%低下しました。

また、中国の1月の消費者物価指数は前月比0.3%上昇しました。 前月の0.1%から加速しましたた。 春節前後の統計は変動しやすいと思うので、一時的な急増なのか長期的な傾向なのかは注視する必要があると思います。

また、ブラジルの1月のIPCAによる消費者物価指数は前月比0.42%上昇しました。 前月の0.56%の伸びから鈍化しました。

データ出所:財務省

      内閣府

      National Bureau of Statistics of China

      Brazilian Institute of Geography and Statistics

The current account balance of Japan in December 2023, which was announced on February 8th 2024, was a seasonally adjusted of JPY1810 billion surplus, a fell by JPY75 billion from the previous month.

And according to the latest economy watchers survey for Japan, which was announced on the same day, the  current economic conditions in January 2024 was at a seasonally adjusted DI of 50.2 percent, a fell by 1.6 percentage points from the previous month. Lookin at the breakdown of it, the corporate activity-related index (= 50.9 percent) and the employment-related index (= 53.3 percent) were more than 50 percent, but the household activity-related index (= 49.5 percent) was less than 50 percent.

And announced on the same day, the producer price index for industrial products for China in January 2024 fell by 0.2 percent from the previous month. 

And the consumer price index for China in January 2024 rose by 0.3 percent from the previous month. It accelerated from 0.1 percent growth of the previous month. I think we should keep an eye whether it's temporary spike or long term trend because I think the statistics around the Chinese New Year period tend to fluctuate.

And the consumer price index by IPCA for Brazil in January 2024 rose by 0.42 percent from the previous month. It slowed down from 0.56 percent growth of the previous month.

Data source :  Ministry of Finance Japan

       Cabinet Office, Government of Japan

       National Bureau of Statistics of China

       Brazilian Institute of Geography and Statistics