2024年11月,日本家庭支出实际同比下降0.4%,而市场预期下降0.6%,前一个月下降1.3%。这是连续第四个月下降,但也是该序列中最疲软的。食品(-0.6%对-0.8%,10月份)、燃料、照明和水费(-2.9%对8.0%)、家具和家居用品(-13.8%对-5.8%)、服装和鞋类(-13.7%对-13.7%)、交通和通讯(-0.5%对平读)、文化和娱乐(-2.9%对-3.0%)、其他消费(-2.7%对7.2%)和杂项(-5.9%对13.4%)的支出疲软。另一方面,住房(18.7%对-10.7%)、医疗(0.8%对-2.4%)和教育(31.9%对-14.0%)的支出出现反弹。每月个人支出增长0.4%,远低于10月份2.9%的14个月峰值,超过了0.9%的普遍下降。
Household spending in Japan shrank in real terms by 0.4% yoy in November 2024, compared with market expectations of a 0.6% drop and following a 1.3% decline in the previous month. It was the fourth consecutive month of decrease but the softest in the sequence. Spending was weak for food (-0.6% vs -0.8% in October), fuel, light & water charges (-2.9% vs 8.0%), furniture and household goods (-13.8% vs -5.8%), clothing and footwear (-13.7% vs -13.7%), transportation and communication (-0.5% vs flat reading), culture & recreation (-2.9% vs -3.0%), other consumption (-2.7% vs 7.2%), and miscellaneous items (-5.9% vs 13.4%). On the other hand, expenditures rebounded for housing (18.7% vs -10.7%), medical care (0.8% vs -2.4%), and education (31.9% vs -14.0%). Monthly, personal spending rose by 0.4%, much softer than October's 14-month peak of 2.9% growth, beating consensus of a 0.9% decrease.