1st December - Surprise Value 8.8 / 10
What Happened?
Why it Matters:
What Happens Next?
What Happens Next?
- Japan 3Q Capital Spending Surprises
+11.2% yoy
- Strongest
Rise Since 1Q07 Against Reasonably Tough Base of Comparison
- Manufacturing
+12.6% yoy and +13.3% ex-Software
- Petroleum/Coal
+54.3% yoy, Infocomms Electronics +31.4%, Transport Machinery +25%,
Electrical Machinery +24.2%, Production Machinery +19/9%
- Non-Manufacturing
+10.4%, with Construction+46.6%, Goods Rental/Leasing +39.3%, Electricity
+30.8%
- Small
Companies +21.8% yoy, Large Cos +8.1%, Medium-Szied +4.8%
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