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    Category: Research

    The Bank of Japan tinkers but its commitment to normalization is unshaken

    June 17, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, fiscal policy, Monetary policy, Ueda KazuoLeave a Comment on The Bank of Japan tinkers but its commitment to normalization is unshaken

    Ishiba’s first basic policy continues shift to post-Abenomics era

    June 13, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged fiscal policy, Ishiba Shigeru, Kishida Fumio, Monetary policyLeave a Comment on Ishiba’s first basic policy continues shift to post-Abenomics era

    Ishiba looking stronger as the Diet session winds down

    June 11, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged CDP, DPFP, Ishiba Shigeru, LDP, Noda Yoshihiko, upper house electionsLeave a Comment on Ishiba looking stronger as the Diet session winds down

    Progress in trade talks with US remains elusive as G7 approaches

    June 9, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Ishiba Shigeru, US-Japan relationsLeave a Comment on Progress in trade talks with US remains elusive as G7 approaches

    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

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