Risk of downward pressure on the domestic economy from global monetary tightening and a downturn in overseas economic conditions
First written in FY2024-Q1. 7 of 12 entries say "Restated". Latest entry: FY2027-H1.
The whole theme swung hardest in 2020: 25 of 36 companies on the "Worse" side.
52 other companies' latest entry also says "Restated".
- FY2027-H1RestatedAnnual report
「During the interim consolidated accounting period from 1 February 2026 to 31 July 2026, the Japanese economy remained on a moderate recovery trend, as personal consumption and capital investment recovered despite uncertainty resulting from the deterioration of the international situation, including the situation in the Middle East.」
Uncertainty in the domestic economy stemming from deteriorating conditions overseas continues to be highlighted. - 2026-06-12WorsenedEarnings presentation
「However, downside risks include deterioration in consumer sentiment due to prolonged high prices, supply constraints caused by a serious labor shortage, a slowdown in overseas economies and heightened international tensions, including Ukraine, the Middle East and U.S.-China confrontation.」
High prices, labor shortages, overseas economies, and Ukraine, the Middle East and U.S.-China confrontation were listed as downside factors for the domestic economy and business environment. - FY2026Added external downside factors, including the situation in the Middle EastAnnual report
「During the fiscal year ending 31 January 2026 (1 February 2025 to 31 January 2026), Japan's economy is expected to recover moderately, supported by improvements in the employment and income environment and the effects of various policies. However, the outlook remains uncertain because of the risk that the impact of U.S. trade policy will cause the economy to weaken, as well as the impact of continued inflation on personal consumption.」
The risk of an economic downturn from U.S. trade policy and the impact of inflation on personal consumption continued to be identified as factors contributing to uncertainty in the domestic economy. - FY2026-H1Added uncertainty from U.S. trade policyAnnual report
「During the six-month consolidated period ended 31 July 2025 (1 February 2025 to 31 July 2025), Japan's economy remained on a path of moderate recovery as personal consumption and capital investment picked up, although uncertainty stemming from the impact of U.S. trade policy was evident.」
In addition to the previously identified downturn in overseas economies and monetary tightening, uncertainty stemming from the impact of U.S. trade policy was identified as an external factor affecting the domestic economy. - FY2025-H1RestatedAnnual report
「The impact of global monetary tightening and the risk that a downturn in overseas economies will weigh on Japan's economy have left the outlook uncertain.」
The risk of domestic economic weakness from global monetary tightening and a downturn in overseas economies continues. - FY2025-Q1RestatedAnnual report
「The impact of global monetary tightening and the risk that a downturn in overseas economies will weigh on Japan's economy have left the outlook uncertain.」
The risk of domestic economic weakness from global monetary tightening and a downturn in overseas economies continues. - FY2024RestatedAnnual report
「During the fiscal year ended 31 January 2024 (1 February 2023 to 31 January 2024), Japan's economy recovered moderately as the employment and income environment improved and various policies took effect. However, the impact of global monetary tightening and the risk that a downturn in overseas economies would weigh on Japan's economy left the outlook uncertain.」
The domestic economy continued to recover gradually as employment and income conditions improved, while uncertainty resulting from global monetary tightening and downside risks to overseas economies persisted. - FY2024-Q3RestatedAnnual report
「The impact of global monetary tightening and the risk that a downturn in overseas economies will weigh on Japan's economy have also persisted, and the outlook therefore remains uncertain.」
The risk of domestic economic weakness from global monetary tightening and a downturn in overseas economies continues to be highlighted. - FY2024-Q2RestatedAnnual report
「Amid continued global monetary tightening and other factors, there is also a risk that a downturn in overseas economies will weigh on Japan's economy, and the outlook therefore remains uncertain.」
The risk of domestic economic weakness from global monetary tightening and a downturn in overseas economies has continued to be highlighted since the previous quarter. - FY2024-Q1First statedAnnual report
「Amid continued global monetary tightening and other factors, there is also a risk that a downturn in overseas economies will weigh on Japan's economy, and the outlook therefore remains uncertain.」
Global monetary tightening and a downturn in overseas economies were identified as new external risks weighing on Japan's economy.