Research Briefing
We've changed our fiscal outlook for Japan in our December forecast round. We now expect the new government to set...
Japanese Yen
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Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.5% at its October meeting, after a 7-2 majority vote....
Research Briefing
The Bank of Japan kept its policy rate at 0.25% at Thursday's meeting, as we expected. We believe that the...
Research Briefing
A secular labour shortage will continue to raise wages and inflation in a sustainable and irreversible manner in Japan.
Research Briefing
The Bank of Japan maintained its policy rate at 0.25% during Friday's meeting. Although we still expect an additional rate...
Research Briefing
We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
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...
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
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 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
The divergence in yield curves across markets has been notable, with most experiencing significant upward shifts in the last two...
Research Briefing
We think that a dissaving-driven consumption boom is unlikely to happen in Japan. Excess savings accumulated during the pandemic, in our view, is smaller...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
