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 168 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
We've raised our terminal rate assumption for the Bank of Japan to 1.5% from 1% in February. This reflects changes...
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
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
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...
Japan is famous for its bullet trains, robots, and precision manufacturing, but step into many offices and you’ll find paper...
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...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.5% at its October meeting, after a 7-2 majority vote....
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...
Consulting Report
Japan, the world’s third-largest advertising market, is seeing a rapidly maturing online advertising sector, while traditional channels still account for...
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...
