Research Briefing
The rate hikes we expect over the next few months are unlikely to derail Japan’s economy from its modest but...
Research Briefing
The rate hikes we expect over the next few months are unlikely to derail Japan’s economy from its modest but...
Research Briefing
The Bank of Japan raised its policy rate to 1.25%from 1% today. We expect the BoJ will hike again in...
Research Briefing
We've treated Asia’s external strength with some caution this year. After all, gross trade and financial inflows have risen much...
Research Briefing
The recent rise in interest rates is challenging Japan’s real estate investment. We expect the Bank of Japan to raise...
Research Briefing
We now expect the Bank of Japan (BoJ) will raise its policy rate in September and December this year and...
Research Briefing
Japan’s Takaichi government approved a plan to cut the food consumption tax to 1% from 8% without resorting to debt...
US-Japan coordinated FX intervention will likely have a longer lasting effect compared with past unilateral interventions but it still will...
The Bank of Japan (BoJ) kept its policy rate at 1% at Friday’s meeting, as expected. We continue to project...
Prime Minister Sanae Takaichi’s administration will set economic and fiscal policy guidelines for 2026 in mid-July, targeting JPY370trn (US$2.3trn) in...
Japan's declining working hours are impacting economic growth, driven by demographic shifts and changes in employment practices. Explore the details.
Research Briefing
Japan's labor force is facing a decline despite recent growth. Explore the challenges and potential solutions in our detailed report.
The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around...
Research Briefing
We’ve raised our end-2026 10-year Japanese government bond (JGB) yield forecast to 2.8% from 2.5%. The prospect of higher inflation...
Research Briefing
Despite the continued uncertainty around the Middle East conflict, we now expect the Bank of Japan (BoJ) to raise its...
Research Briefing
Explore how small firms in Japan impact wage growth and productivity, facing challenges in a changing economic landscape.
The BoJ is edging toward another rate hike—but timing is everything. Inflation is rising, the yen is weakening, and global...
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...