BBG say that confidence on Japanese growth is slipping
Bloomberg have a story out from "sources" saying that the BOJ is taking the recent weakness in industrial output and exports as a sign that the Q2 downturn may not be so temporary. That's making them more cautious about growth and inflation going forward
The last few BOJ's squawkers haven't given any real indication that they're worried about anything but you never know what's going on behind the scenes. At the moment there's no real view that the BOJ will increase QQE again but more stories like this might raise those expectations
