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    Tag: Monetary policy

    BOJ gains room from Takaichi as it judges inflation at target

    October 30, 2026October 30, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, fiscal policy, Monetary policy, Takaichi Sanae, Ueda KazuoLeave a Comment on BOJ gains room from Takaichi as it judges inflation at target

    Trump’s interest in yen increases Takaichi’s troubles

    September 25, 2026September 25, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged fiscal policy, Monetary policy, Takaichi Sanae, US-Japan relationsLeave a Comment on Trump’s interest in yen increases Takaichi’s troubles

    Ueda remains true to himself

    September 18, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, fiscal policy, Monetary policy, Takaichi Sanae, Ueda Kazuo, US-Japan relationsLeave a Comment on Ueda remains true to himself

    State of exception

    September 9, 2026September 9, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, fiscal policy, Monetary policy, Takaichi Sanae, US-Japan relationsLeave a Comment on State of exception

    US pressure on macroeconomic policy puts Takaichi in bind

    September 1, 2026September 1, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, fiscal policy, LDP, Monetary policy, Takaichi Sanae, Ueda Kazuo, US-Japan relationsLeave a Comment on US pressure on macroeconomic policy puts Takaichi in bind

    Takaichi buys time with joint intervention but tough decisions still await

    August 3, 2026August 3, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, fiscal policy, Monetary policy, Takaichi Sanae, Ueda Kazuo, US-Japan relationsLeave a Comment on Takaichi buys time with joint intervention but tough decisions still await

    BOJ holds but anticipates higher inflation from multiple sources

    July 31, 2026July 31, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, Monetary policy, Takaichi Sanae, Ueda KazuoLeave a Comment on BOJ holds but anticipates higher inflation from multiple sources

    Economic strategy commits Japan to risky course of action

    July 21, 2026July 21, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, fiscal policy, Monetary policy, Takaichi SanaeLeave a Comment on Economic strategy commits Japan to risky course of action

    The limits of power

    June 30, 2026July 9, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged fiscal policy, Japanese politics, Kishida Fumio, Monetary policy, Takaichi Sanae

    BOJ will send useful signals even with Ueda absent

    June 12, 2026July 9, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

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

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