Asia Cross Asset Podcast: Japan - The New LDP Leader: Implications for policy and markets
Ayako Takashi advocates for responsible expansionary fiscal policy focused on income distribution, leading to concerns about fiscal dominance and...
542 Views
BoJ: Do Not Be Misled by Dissent Votes
BoJ policy board members propose surprise rate hike, but Governor Ueda and Vice Governor Himino remain cautious, eyeing January 2026 as earliest...
435 Views
US CPI, UK GDP and CPI and Norges Bank Meeting
The global financial market experienced volatility due to uncertainty surrounding central bank meetings, economic data, and trade tensions, with...
284 Views
The week at a glance: Time for the BoJ to step up, while soft PCE numbers may fool some..
Welcome to our weekly “the week at a glance” publication where we dissect the most important central bank meetings and key figure releases in a...
340 Views
Japanese Banks Improved on Rate Hike Bets, Although True Impact Yet to Materialize
For the first time since 2016, the Bank of Japan has decided to raise interest rates, becoming the last country in the world to end its loose...
364 Views