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    Category: Research

    Despite cajoling, Noda may play it safe on no-confidence motion

    June 3, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged CDP, Ishiba Shigeru, Japanese politics, LDP, Noda YoshihikoLeave a Comment on Despite cajoling, Noda may play it safe on no-confidence motion

    Despite dovish squawks, fiscal hawks hold the upper hand

    May 29, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged CDP, DPFP, fiscal policy, Ishiba Shigeru, LDPLeave a Comment on Despite dovish squawks, fiscal hawks hold the upper hand

    Pension reform talks deliver policy and political wins for Ishiba

    May 27, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged CDP, Ishiba Shigeru, LDP, Noda YoshihikoLeave a Comment on Pension reform talks deliver policy and political wins for Ishiba

    Navigating a volatile political landscape

    May 23, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Ishiba Shigeru, Japanese politics, LDP, upper house electionsLeave a Comment on Navigating a volatile political landscape

    Etō’s exit highlights Ishiba’s vulnerabilities

    May 21, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged inflation, Ishiba Shigeru, LDPLeave a Comment on Etō’s exit highlights Ishiba’s vulnerabilities

    Early trade deal still unlikely, but window could open

    May 16, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged exchange rates, Ishiba Shigeru, Monetary policy, trade policy, US-Japan relationsLeave a Comment on Early trade deal still unlikely, but window could open

    The faltering political truce

    May 15, 2025May 15, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged CDP, fiscal policy, Ishiba Shigeru, LDPLeave a Comment on The faltering political truce

    Consumption tax cuts emerging as key election issue

    May 9, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged CDP, fiscal policy, Ishiba Shigeru, LDP, upper house electionsLeave a Comment on Consumption tax cuts emerging as key election issue

    No agreement in sight as Ishiba government signals resolve

    May 2, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Ishiba Shigeru, trade policy, US-Japan relationsLeave a Comment on No agreement in sight as Ishiba government signals resolve

    Ueda concedes trade uncertainty clouds path of policy normalization

    May 1, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, Monetary policy, Ueda KazuoLeave a Comment on Ueda concedes trade uncertainty clouds path of policy normalization

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