The BoJ is edging toward another rate hike—but timing is everything. Inflation is rising, the yen is weakening, and global...
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Displaying 1 to 20 of 88 results
Research Briefing
We have raised our CPI forecast for Japan for this year and next, reflecting a revised profile for oil prices....
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...
Research Briefing
The ruling Liberal Democratic Party's (LDP) landslide election victory on Sunday doesn't change our expectation of a primary fiscal deficit...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects...
Research Briefing
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about...
Research Briefing
We have upgraded our outlook for business investment and productivity in Japan following the December transition to 2020 as the...
Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
We've changed our fiscal outlook for Japan in our December forecast round. We now expect the new government to set...
We've brought forward the timing of the next Bank of Japan (BoJ) 25bps rate hike to December from next year...
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
Research Briefing
Software investment in Japan has risen sharply since the late 2010s, outpacing investment overall. We expect this high rate of...
Research Briefing
We believe the huge increase in foreign workers in Japan will prove unsustainable, despite the considerable labour shortages across various...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Research Briefing
We now expect a shallow recession in capital spending for the G7 lasting three quarters from 2025 Q2 to 2025...
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
For some governments, pressure from markets to set out clearer or more ambitious fiscal plans may build, posing a downside...
