BoJ Steps Up Its Verbal Yen-Intervention

The Bank implicitly communicates that defending the yen is now part of its rate hike framework
Takaichi presses ahead with tax cut plan despite doubters

A High-Stakes Push Against Political Headwinds
No surprises from BOJ as focus turns to fiscal policy

Monetary Stability Achieved, Fiscal Challenges Loom for Takaichi Government
BOJ will send useful signals even with Ueda absent

Beyond Ueda: Decoding the BOJ’s Next Steps on Rates and Bonds
Takaichi’s denials do little to stem growing political scandal

Defamation allegations, defiant denials, and the rising political cost
Takaichi prepares tax cut amidst economic and political headwinds

Politics Over Prudence: Takaichi’s Risky Tax Cut Strategy
With new budget coming, Takaichi faces fuel subsidy fight

Japan’s PM navigates the political tightrope of essential, yet unsustainable, fuel aid
Government faces new pressures as extra budget proceeds

Navigating economic headwinds and political demands
Japan and South Korea, united in insecurity

Navigating regional uncertainty through strategic bilateral cooperation
Takaichi pivots on extra budget as crisis impact grows

Mounting economic pressures from the Hormuz crisis are forcing a strategic shift in Japan’s fiscal and political landscape