2025年10月9日木曜日

経常収支、景気ウォッチャー調査、ドイツの鉱工業生産、FOMC議事要旨_The current account balance of Japan, The economy watchers survey in the Japan, The industrial production for Germany, The minutes of the Federal Open Market Committee

10月8日に発表された季節調整済の経常収支は2兆4630億円の黒字となり、前月比5,800億円の増加となりました。

同日発表された最新の景気ウォッチャー調査によると、2025年9月の季節調整済の景気の現状判断DIは47.1となり、前月比0.4ポイント上昇しました。

同日発表されたドイツの2025年8月の季節調整済み・暦年調整済みの鉱工業生産は前月比4.3%減少しました。

同日に発表された2025年9月16日~17日のFOMC議事要旨には、「労働市場の動向を反映するため、労働市場の状況を堅調とみなすことをやめ、雇用の伸びは鈍化し、失業率は小幅上昇したものの依然として低水準にあると述べることに合意した。委員らは、インフレ率は依然としてやや高い水準にあると認め、インフレ率が上昇したと付け加えることに合意した。委員会は、その二重の使命の両面におけるリスクに注意を払っていること、そして労働市場に対する懸念を反映して雇用の下振れリスクが高まっていることを付け加えることに合意した」と記されています。

データ出所:財務省

                           内閣府

                          The Federal Statistical Office of Germany 

                          Board of Governors of the Federal Reserve System of U.S.

The seasonally adjusted current account balance of Japan in August 2025, which was announced on 8th October 2025, was JPY2463 billion surplus, an increased by JPY580 billion from the previous month.

According to the latest economy watchers survey in the Japan, which was announced on the same day, the DI for current economic conditions in September 2025 was 47.1 percent on a seasonally adjusted basis, a rose by 0.4 percentage points on the previous month. 

The seasonally and calendar adjusted industrial production for Germany in August 2025, which was announced on the same day, decreased by 4.3 percent from the previous month.

The minutes of the Federal Open Market Committee on 16th-17th September 2025 which was announced on the same day, said "To reflect developments in the labor market, they agreed to no longer characterize labor market conditions as solid and instead state that job gains had slowed and that the unemployment rate had edged up but remained low. Members concurred that inflation remained somewhat elevated and agreed to add that inflation had moved up. They agreed that the Committee was attentive to the risks to both sides of its dual mandate and to add that downside risks to employment had risen to reflect their concerns about the labor market."

Data source : Ministry of Finance Japan

                        Cabinet Office, Government of Japan

                           The Federal Statistical Office of Germany 

                           Board of Governors of the Federal Reserve System of U.S.