As Bank of Japan hikes, yen weakness looms as challenge
How political and monetary authorities manage yen weakness is emerging as a major issue for 2026
Japan Risks 2026 | Tax deal with Tamaki essentially an external cooperation pact
A tax deal in name, a confidence-and-supply pact in practice
Takaichi’s choices
Takaichi faces questions about how to bolster her government
Nuclear power still faces hurdles, but debate has shifted
Competitiveness pressures are reshaping nuclear restart decisions
Electoral reform bill poses major test for Takaichi
Takaichi risks undermining a critical pillar of her government’s support
Takaichi faces high bar to sell fiscal sustainability
Senior members of Takaichi government have sought to reassure markets
Takaichi defies gravity
Takaichi continues to consolidate her political position, increasing her chances of building a durable administration.
What we learned from Takaichi’s stimulus package
Takaichi government unveiled the largest stimulus package
Japan braces for protracted struggle as China increases economic pressure
Neither Tokyo nor Beijing is backing down
Field notes: some tentative findings about the Takaichi government
This note summarizes the findings from my meetings with politicians, bureaucrats, academics, and other experts.