Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 31 Oct 2025
Bank of Japan (BoJ): BoJ kept rates unchanged at 0.5%, despite 3% inflation — a clear policy mismatch. Federal Reserve (US): The Fed cut rates...
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BoJ Ueda Hints at Near-Term Rate Hike
BoJ Governor Ueda signals near-term rate hike pending initial wage negotiations, likely in January 2026, barring U.S. economic risks.
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 24 Oct 2025
China: Growth Slows, Stimulus Likely Ahead: Q3 GDP rose 4.8% YoY, below earlier quarters and forecasts (previously expected 5.5% FY growth, now...
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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...
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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...
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