Ueda remains true to himself
KEY TAKEAWAYS
Category: Research
Reshuffle signals policy continuity and subtle political shifts
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State of exception
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Little clarity in the initial 2027 budget numbers
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US pressure on macroeconomic policy puts Takaichi in bind
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Takaichi vulnerable ahead of challenging political stretch
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LDP signs off on tax cut, but broader fight is just beginning
KEY TAKEAWAYS
Takaichi buys time with joint intervention but tough decisions still await
KEY TAKEAWAYS
BOJ holds but anticipates higher inflation from multiple sources
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Consumption tax decision sets stage for fall fireworks
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