Research Briefing
23 Jan 2026
Japan Forecasters’ Mailbag – Soaring JGB Yields
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about why this is happening and what it means for Japanese policy.
You might also be interested in
-
The eonomics of sovereign AI: balancing autonomy, innovation, and growth in the Asia-Pacific
Oxford Economics was commissioned by the AI Adoption Initiative to develop a... -
Small, low-productivity firms hold back wage-driven growth in Japan
Explore how small firms in Japan impact wage growth and productivity, facing... -
US bonds buckle on hotter inflation, higher oil, and UK political turmoil
Bonds are under pressure from inflation and political instability, while equity markets... -
From ample to agile – the US Fed’s path to a leaner balance sheet
The Federal Reserve is considering a balance sheet reduction, facing challenges that... -
US PCE Nowcast – Expect the hottest reading since early 2023
April's inflation trends reveal significant shifts in energy prices and core goods,... -
What the Middle East conflict has changed, and what it hasn’t
The US-Israel war with Iran reinforces a long-standing narrative but rewrites a...
