Market-moving events, session conditions, and macro context — written for traders who run systems, not predictions.
Our 18 September read had July's leading index at 99.5.
The August release has it at 99.6 — and without that tenth, August's −0.1% does not arrive at 99.5. The revision is load-bearing, the publisher's topic page never mentions it, and today's activity index has two consensus figures and a prior that revises.
Industrial production +0.3% expected, 0.0% printed.
Capacity utilisation 76.4% expected, 76.3% printed. Manufacturing output +0.3% expected, −0.3% printed. The leading index +0.1% expected, −0.1% printed. Both issuers settle their own numbers in one fetch, so this is a clean read on what a consensus is worth — and every yen-relevant release this week lands while Tokyo is shut.