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
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...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...
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
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...
Research Briefing
The Bank of Japan (BoJ) left short- and long-term policy rates unchanged at -0.1% and around 0%, respectively, at the...
Research Briefing
The Bank of Japan enhanced its funds-supplying operations in January, after widening the tolerance band for 10-year JGB yields in...
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
We think there is a slim chance that the Bank of Japan will adjust its Yield Curve Control policy when...