Key facts
- Japanese business confidence improved in August.
- Manufacturers in Japan benefited from robust semiconductor demand.
- Non-manufacturers in Japan were supported by strong domestic consumption.
- The Japanese manufacturers' sentiment index reached its highest level since March 2026.
- Mexico's industrial production expanded by 0.2% in June from the previous month.
- Construction in Mexico showed signs of recovery in June.
- Mexico's industrial production contracted in May.
- Mexico's industrial production expanded in April.
- Mexico's industrial output saw a net increase in the second quarter.
Japanese business confidence improved in August, according to the latest Reuters Tankan survey. Manufacturers reported enhanced sentiment, largely due to robust demand for semiconductors. This surge in demand has propelled the manufacturers' sentiment index to its highest level since March 2026. Non-manufacturers also experienced positive sentiment, supported by strong domestic consumption.
In Mexico, industrial production demonstrated a rebound in June. The country's industrial output expanded by 0.2% compared to the previous month. This recovery was notably supported by signs of improvement within the construction sector. The June performance follows a pattern of fluctuations, with contractions observed in May and expansions in April. Despite these monthly variations, the overall industrial output for the second quarter registered a net increase.