Early trade deal still unlikely, but window could open
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Tag: Monetary policy
Ueda concedes trade uncertainty clouds path of policy normalization
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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.
Tariff threats show the limits of personal diplomacy
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Growing consensus in Tokyo favors higher rates sooner
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Bank of Japan hikes again and, while mindful of risks, will keep normalizing
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Ishiba gestures to a post-Abenomics future
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Ueda hints BOJ could hold for longer amidst global uncertainty
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Insecure Ishiba pivots on economic policy
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Japan Foresight 