Reports Tagged: BoJ

October 31, 2025

The Bank of Japan (BOJ) held rates steady at 50 basis points for a sixth consecutive meeting on Thursday, but Governor Kazuo Ueda edged closer to signaling that a rate

October 22, 2025

As Sanae Takaichi assumes Japan’s leadership and assembles her Cabinet, she is already thinking about revising the government’s monetary accord with the Bank of Japan (BOJ). Her rewrite of the

October 06, 2025

It would take more market credibility than the Bank of Japan (BOJ) can currently command to ignore the government’s pushback against an October rate hike.  On Monday, Etsuro Honda –

September 24, 2025

Japan’s ruling party is bracing for its fifth leadership change in five years just as the Bank of Japan (BOJ) edges toward a rate hike and the economy absorbs inflation,

September 24, 2025

Anyone who’s been following our Japan coverage knows we’ve been touting October as the likely timing of the Bank of Japan’s (BOJ) first rate hike since January – a call

September 07, 2025

Japanese Prime Minister Shigeru Ishiba’s resignation this weekend has triggered a high-stakes leadership contest within Japan’s ruling Liberal Democratic Party (LDP), with consequences that could alter the contours of the

August 27, 2025

Japan’s Prime Minister Shigeru Ishiba has narrowly sidestepped being ousted, extending his hold on power through strategic delay tactics that may have bought him another 6-12 months in office –

August 12, 2025

As Japan enters the final stretch of summer, the political temperature in Tokyo is rising sharply. Prime Minister Shigeru Ishiba, once seen as a stabilizing figure in a fractious Liberal

August 05, 2025

Partially freed from political constraints following the conclusion of Japan’s upper house elections late last month, and with attention now turning to upside inflation risk, the Bank of Japan (BOJ)

July 25, 2025

With Japan’s upper house elections concluded and a critical trade agreement with the US secured, the Bank of Japan (BOJ) is clear to resume its gradual monetary policy normalization and

July 21, 2025

The Liberal Democratic Party’s (LDP) collapse in Japan’s upper house elections has left Prime Minister Shigeru Ishiba presiding over a minority government in both chambers of the Diet — all

July 07, 2025

With Japan’s upper house elections fast approaching and Prime Minister Shigeru Ishiba’s grip on the legislature under direct threat from stepped-up pressure by US President Donald Trump, the Bank of

June 10, 2025

The Bank of Japan (BOJ) next week looks set to announce plans to slow tapering of its bond purchases for the upcoming fiscal year to mitigate ongoing disruption to its

May 23, 2025

Pressure is mounting on the Bank of Japan (BOJ) to support its ailing bond market as waning liquidity at the long end threatens market functioning amid a surge in ultra

April 30, 2025

The broad contours of what will become an agreement-in-principle between the US and Japan are taking shape ahead of a second round of meetings in Washington due on Thursday, as

April 14, 2025

Japan’s trade czar, Ryosei Akazawa travels to Washington this week with an entourage of advisors and an armful of potential concessions he hopes will quell America’s appetite for high tariffs

April 04, 2025

Economic uncertainty spurred by the unexpectedly large 24% US “reciprocal” tariffs on Japanese goods by the US – coming alongside the 25% already levied on Japan’s autos – has blitzed

March 18, 2025

The Bank of Japan (BOJ) is almost certain to hold its policy rate steady at 0.5% this week though, as we have been writing, the case to raise rates on

February 25, 2025

Amid the US-inspired tariff melee and some grumbling from US Treasury Secretary Scott Bessent about countries the administration views as suppressing their currencies and/or rates, there is at least a

February 03, 2025

Worried about yen weakness and amid a growing global trade war, the Bank of Japan (BOJ) will likely raise rates again on May 1 and keep nudging them higher this