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Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.
The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.
Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.
We categorize key intelligence into one of 30 different operations intelligence categories.
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日本経済、需要不足続く 積極財政で物価高加速も
Japanese Economy Faces Continued Demand Shortage, Aggressive Fiscal Policy Could Accelerate Inflation
Tokyo Shimbun | Local Language | News | Jan. 9, 2026 | UndeterminedInflation
The Bank of Japan reported on January 7, 2026, that the Japanese economy still faces insufficient demand for goods and services despite having surplus supply capacity, such as factory equipment and production. The supply-demand gap for July–September 2025 was minus 0.35%, slightly improved from minus 0.40% in the previous quarter, but demand shortage has persisted for 22 consecutive quarters since mid-2020. While price reductions could emerge, rising prices for certain items, especially food, remain unchecked due to factors including the weak yen.
Prime Minister Sanae Takaichi’s administration is pursuing a "high-pressure economy" policy aimed at creating a positive supply-demand gap to stimulate economic growth and demand through aggressive fiscal spending. This approach intends to keep the economy overheated but carries the risk of accelerating inflation. Minoru Kiuchi, minister responsible for economic and fiscal policy, has indicated discussions about reaching a supply-demand gap of plus 2% as part of this strategy.
Overall, the Japanese economy continues to grapple with weak demand despite available supply, while government policies focus on aggressively stimulating the economy, raising concerns about potential inflation acceleration.
Flash floods in Indonesia's North Sulawesi kill 17
NHK | English | News | Jan. 9, 2026 | Natural Disasters
Flash floods in North Sulawesi Province, Indonesia, caused by heavy rain on Monday have resulted in 17 confirmed deaths. The country's disaster management agency reported that torrential rain caused rivers to overflow and homes to be swept away in Siau Tagulandang Biaro Islands Regency.
As of Wednesday afternoon, two people remained missing, with ongoing search and rescue operations. Approximately 150 houses were damaged, and nearly 700 residents were forced to evacuate due to the floods.
Meteorological authorities state that around 80 percent of Indonesia is currently in the rainy season, including Sulawesi. This follows severe rain-related disasters in Sumatra last November, which caused over 1,100 fatalities.
Japanese govt. panel compiles plan to accept foreign workers
NHK | English | News | Jan. 9, 2026 | UndeterminedEmployment
A Japanese government panel has drafted an operational plan to accept up to 1.23 million foreign workers by the end of March 2029. This plan involves two pathways: the existing system for specified skilled workers and a new training program set to launch on April 1 next year. The new program is designed to train foreign workers to reach the skill level of specified skilled personnel within three years.
The draft plan breaks down the acceptance numbers by industrial sector. Under the current specified skilled worker system, 805,700 workers will be accepted across 19 fields, including industrial manufacturing and food and beverage production. The new training program will accept 426,200 workers in 17 fields, similar to those covered by the existing system but excluding automobile transportation and aviation.
The projected number of foreign workers was determined using factors such as the estimated domestic workforce size and anticipated productivity improvements. The government intends to present the draft plan to ruling parties and seek Cabinet approval later this month.
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