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    Tag: Bank of Japan

    Tokyo reels after Trump announces automobile tariffs

    March 27, 2025July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, fiscal policy, Ishiba Shigeru, LDP, US-Japan relations

    With Ueda warning of growing international uncertainty, BOJ holds cautiously

    March 19, 2025July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, Monetary policy, Ueda Kazuo

    Field notes: domestic stability, international uncertainty

    March 13, 2025July 9, 2026 by Tobias S. Harris

    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.

    Posted in ResearchTagged Bank of Japan, CDP, Ishiba government, Ishiba Shigeru, LDP, Monetary policy

    Growing consensus in Tokyo favors higher rates sooner

    February 6, 2025July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, Ishiba Shigeru, Monetary policy, Ueda Kazuo

    Bank of Japan hikes again and, while mindful of risks, will keep normalizing

    January 24, 2025July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, fiscal policy, Ishiba Shigeru, Monetary policy

    The three stories that will shape Japan in 2025

    January 6, 2025July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, Ishiba government, Ishiba Shigeru, Japanese politics, LDP, Ueda Kazuo

    Ueda hints BOJ could hold for longer amidst global uncertainty

    December 19, 2024July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, Monetary policy, Ueda Kazuo

    What a second Trump administration could mean for Japan

    November 6, 2024July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, industrial policy, Ishiba Shigeru, Japanese foreign policy, trade, US-Japan relations

    Ueda asserts the BOJ’s independence

    October 31, 2024July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, Ishiba Shigeru, Ueda Kazuo

    Insecure Ishiba pivots on economic policy

    October 3, 2024July 9, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, fiscal policy, Ishiba Shigeru, Monetary policy, Ueda Kazuo

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