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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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...
441 Views
Japan Macro: Restarting Coverage
​BoJ expected to keep rates on hold until January 2026, potential for delay. When hiking resumes, pace likely to be twice a year until reaching...
531 Views
A Wake-Up Call for Japanese Policymakers.
After 2 years of consistent growth, the Japanese economy contracted in the 2018 January-March quarter. While it is a disappointing result, we think...
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Japan: Wages Finally on the Rise
Wages in Japan seem to be finally on the rise. According to the preliminary wage report for March 2018, regular wages in Japan rose by 1.3% year on...
249 Views