Takaichi’s agenda faces tradeoffs as Hormuz crisis continues
Rising economic pressures and the ongoing Hormuz crisis threaten to derail the Prime Minister’s ambitious fiscal reform agenda
Bessent visit avoids fireworks, but offers little reassurance
Geopolitics Takes Center Stage as Economic Tensions Simmer in the Background
Regional trip shows guiding principles of Takaichi diplomacy
Takaichi inked deals with partners and provided foreign policy insights
Spectra Markets | Japan Fiscal | Yen Intervention
Blanchard multi-year fiscal framework proposal for Japan
Growth Strategy Council shows Takaichi’s vision taking shape
Increasingly focused on physical AI – boosted by the defense sector
Inflation fears could take precedence as BOJ eyes stagflation
3 BoJ members pushed for rate hike citing inflation risks
Tokyo scraps arms export limits for security and growth
Efforts to strengthen Japan’s defense industrial base
Tokyo on edge
My 10 days of conversations in Japan
Takaichi prepares for battles over “divisive” agenda
Budget passage clears the way for a crowded second half of the legislative session
Government already looking to stimulus as crisis continues
Takaichi coalition still pass early supplemental budget as it manages Hormuz crisis.