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    Tag: Monetary policy

    Bessent visit avoids fireworks, but offers little reassurance

    May 12, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged fiscal policy, Japan-China relations, Monetary policy, Takaichi Sanae, US-Japan relationsLeave a Comment on Bessent visit avoids fireworks, but offers little reassurance

    Inflation fears could take precedence as BOJ eyes stagflation

    April 28, 2026April 28, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, fiscal policy, Hormuz crisis, Monetary policy, Takaichi SanaeLeave a Comment on Inflation fears could take precedence as BOJ eyes stagflation

    Tokyo on edge

    April 20, 2026April 20, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, fiscal policy, LDP, Monetary policy, Takaichi Sanae, US-Japan relationsLeave a Comment on Tokyo on edge

    Government already looking to stimulus as crisis continues

    April 2, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged fiscal policy, Hormuz crisis, LDP, Monetary policy, Takaichi SanaeLeave a Comment on Government already looking to stimulus as crisis continues

    Bank of Japan enters holding pattern again

    March 19, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged Bank of Japan, exchange rates, Monetary policy, Ueda KazuoLeave a Comment on Bank of Japan enters holding pattern again

    Iran war presents short-term challenges, long-term opportunities for Takaichi

    March 4, 2026 by Tobias S. Harris

    KEY TAKEAWAYS

    Posted in ResearchTagged fiscal policy, foreign policy, Monetary policy, Takaichi Sanae, US-Japan relationsLeave a Comment on Iran war presents short-term challenges, long-term opportunities for Takaichi

    Will Takaichi’s fiscal ambitions reach into monetary policy?

    February 25, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, fiscal policy, Monetary policy, Takaichi Sanae, Ueda KazuoLeave a Comment on Will Takaichi’s fiscal ambitions reach into monetary policy?

    As Ueda stalls, MOF grabs the spotlight

    January 23, 2026January 23, 2026 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, exchange rates, fiscal policy, Ministry of Finance, Monetary policy, Takaichi Sanae, Ueda Kazuo, US-Japan relationsLeave a Comment on As Ueda stalls, MOF grabs the spotlight

    In budget, Takaichi touts responsibility but details tell different story

    December 26, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged fiscal policy, FY2026 budget, Monetary policy, Takaichi government, Takaichi SanaeLeave a Comment on In budget, Takaichi touts responsibility but details tell different story

    As Bank of Japan hikes, yen weakness looms as challenge

    December 19, 2025 by Tobias S. Harris

    key takeaways

    Posted in ResearchTagged Bank of Japan, fiscal policy, Monetary policy, Takaichi Sanae, Ueda KazuoLeave a Comment on As Bank of Japan hikes, yen weakness looms as challenge

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