Research Briefing
At Wednesday's policy meeting, the Bank of Japan (BoJ) raised the policy rate to 0.25% without clear evidence of wage-driven...
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Displaying 1 to 20 of 176 results
Research Briefing
At the July policy meeting, the Bank of Japan (BoJ) will reveal its plan for reducing JGB purchases over the...
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Research Briefing
As expected, the BoJ maintained its policy rate at 0%-0.1% at Friday's meeting. With more confidence on the ongoing wage-driven...
Global supply chains have continued to expand, despite talk of deglobalization and nearshoring. US and Japan have started to de-couple...
Research Briefing
We now project that the Bank of Japan will start to raise its policy rate next spring assuming another robust...
Research Briefing
Reflecting a surprisingly strong Spring Negotiation result and weaker yen assumption, we have upgraded our baseline wage and inflation forecasts....
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
We forecast total construction work done to accelerate 4.8% in 2024. Civil engineering construction and non-residential building will drive the...
Research Briefing
The Bank of Japan (BoJ) decided to end its negative interest rates policy and set the target band for the overnight market rate at...
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
Markets appear to be increasingly converging with our forecast that the Bank of Japan will abolish its negative interest rate...
We project Japan's services trade balance will remain in deficit over the coming years as a trend increase in the...
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting as widely expected. The BoJ...
Consulting Report
Despite talk of deglobalisation, a quantitative analysis of intermediate goods show global supply chains have continued to expand in the...
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting. Amid a decline in global...
We forecast that Tokyo Prefecture will remain Asia Pacific's largest city in GDP terms until 2034, before being overtaken by...
Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...
