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

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

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

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

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

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

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

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

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

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

With the market nearly fully priced for a rate hike and a central bank that does not like to surprise markets, we revert back to our forecast (before this week), for

Fearful a surprise rate move might prompt another backlash over a lack of transparent communications with financial markets about its preferred policy path, the Bank of Japan (BOJ) will probably

Having failed to adequately signal plans for a near term rate hike, the Bank of Japan (BOJ) is highly unlikely to surprise markets and so will hold rates steady when

The Bank of Japan (BOJ) is tilting toward a rate hike next month, spurred by improving economic fundamentals and a growing concern that the sharply weaker yen again will start

The Bank of Japan’s (BOJ) December monetary policy decision will turn on whether the yen is deemed too weak, with a sustained breach of 160 yen per dollar, posing a

A sharply weaker yen could tip the Bank of Japan (BOJ) into a December rate hike after Japanese Prime Minister Shigeru Ishiba’s ruling party failed to hold onto its majority

With the Bank of Japan (BOJ) delaying rate hikes “for the time being,” Sunday’s election outcome could further weaken the new prime minister and limit his fiscal plans, potentially trapping

The Bank of Japan’s (BOJ) is now slow walking the removal of policy accommodation, parking rate hikes in a holding pattern, and falling in behind the country’s newly installed political

The Bank of Japan (BOJ) has pushed out the timing of its next interest rate hike beyond October on increased fears about downside risks to the US economy and to

The Bank of Japan (BOJ) will likely sit tight on rates at its September 19-20 policy meeting as the country gears up for a change in political leadership and the