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A quarterly business survey conducted by the Bank of Japan, measuring sentiment among large manufacturers and other businesses. The Tankan is the most important economic indicator for the Japanese yen.

What the Tankan Measures

The Tankan (Short-Term Economic Survey of Enterprises in Japan) surveys approximately 10,000 Japanese companies about their business conditions, investment plans, employment outlook, and price expectations. The headline figure is the Large Manufacturers' Diffusion Index, calculated as the percentage of firms reporting favorable conditions minus those reporting unfavorable conditions.

Tankan and the Yen

As the Bank of Japan's own survey, the Tankan directly influences BOJ monetary policy decisions. Strong Tankan readings suggest economic resilience that could support rate normalization, potentially strengthening the Japanese Yen (JPY). Weak readings reinforce the case for continued accommodative policy.

The survey is released quarterly (April, July, October, December), making each release a significant event. The December release, which includes annual forecasts, is particularly closely watched.

Key fact: The Tankan survey's capital expenditure plans are considered a highly reliable predictor of actual Japanese business investment, making them valuable for forecasting future Gross Domestic Product (GDP).

Trading the Tankan

Tankan releases can produce substantial moves in Japanese Yen (JPY) pairs. The Large Manufacturers' index above zero indicates more companies see conditions as favorable than unfavorable. Traders compare the actual reading against the BOJ's own forecasts for maximum analytical value.

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