As Bank of Japan hikes, yen weakness looms as challenge
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Tag: Bank of Japan
Ueda downplays political friction but military Keynesianism poses challenge
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The uncertainty of Takaichi
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Some clouds may be lifting, but the Bank of Japan continues to circle
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The Bank of Japan tinkers but its commitment to normalization is unshaken
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Ueda concedes trade uncertainty clouds path of policy normalization
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Tokyo reels after Trump announces automobile tariffs
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With Ueda warning of growing international uncertainty, BOJ holds cautiously
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Field notes: domestic stability, international uncertainty
key takeaways I have returned to the United States following an eighteen-day visit to Tokyo. This note summarizes the findings from my final ten days of meetings with politicians, bureaucrats, academics, and other experts. My notes from my first week are here.
Growing consensus in Tokyo favors higher rates sooner
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Japan Foresight 