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Research Briefing

Japan’s tariff turbulence to flatten near-term growth

Research Briefing

‘Liberation Day’ 24% tariff will limit Japan’s growth

Research Briefing

Japan’s supply-driven food inflation to persist longer than expected

Research Briefing

Japan’s small firms’ profitability will help determine further rate hikes

Research Briefing

Bank of Japan resumes rate normalisation, cautiously

Research Briefing

Japan’s BoJ postponed a rate hike to analyse more data

Research Briefing

Japan’s BoJ outlook update – Rate hike is now more likely in January

Japan Shock election defeat for the LDP, but policy shift unlikely

Research Briefing

Japan’s shock election defeat for the LDP, but policy shift unlikely

Japan: Political calendar and yen will delay a rate hike to December

Research Briefing

Japan’s political calendar and yen will delay a rate hike to December

Japan: The BoJ is now likely to front-load policy normalisation

Research Briefing

Japan’s BoJ is now likely to front-load policy normalisation

Japan: The neutral interest rate is rising, but not by much

Research Briefing

Japan’s neutral interest rate is rising, but not by much

The BoJ rushed a rate hike without waiting for evidence

Research Briefing

Japan’s BoJ rushed a rate hike without waiting for evidence

BoJ preview: What to expect for a QE exit plan

Research Briefing

Japan’s BoJ preview: What to expect for a QE exit plan

BoJ-will-start-reducing-JGB-purchases-in-August

Research Briefing

Japan’s BoJ will start reducing JGB purchases in August

Research Briefing

BoJ likely to end zero interest rates in autumn

japan

Research Briefing

Surprisingly strong wage data ends NIRP and YCC in Japan

Research Briefing

Will Japan policy adjustments accompany the end of NIRP?

No change in policy as BoJ waits for wage data

Research Briefing

No change in policy as BoJ waits for wage data

Japan Key themes 2024

Research Briefing

Japan Key themes 2024 – Will wage-led inflation gain momentum?

Wage rises in 2024 look set to be as high as this year

Research Briefing

Wage rises in 2024 look set to be as high as this year in Japan

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