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...
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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...
