report June 16, 2026 No surprises from BOJ as focus turns to fiscal policy Monetary Stability Achieved, Fiscal Challenges Loom for Takaichi Government... By Tobias Harris Japan Foresight
report June 12, 2026 BOJ will send useful signals even with Ueda absent Beyond Ueda: Decoding the BOJ's Next Steps on Rates and Bonds... By Tobias Harris Japan Foresight
report June 10, 2026 Takaichi’s denials do little to stem growing political scandal Defamation allegations, defiant denials, and the rising political cost... By Tobias Harris Japan Foresight
report June 2, 2026 Takaichi prepares tax cut amidst economic and political headwinds Politics Over Prudence: Takaichi's Risky Tax Cut Strategy... By Tobias Harris Japan Foresight
report May 27, 2026 With new budget coming, Takaichi faces fuel subsidy fight Japan's PM navigates the political tightrope of essential, yet unsustainable, fuel aid... By Tobias Harris Japan Foresight
report May 22, 2026 Government faces new pressures as extra budget proceeds Navigating economic headwinds and political demands... By Tobias Harris Japan Foresight
report May 20, 2026 Japan and South Korea, united in insecurity Navigating regional uncertainty through strategic bilateral cooperation... By Tobias Harris Japan Foresight
report May 19, 2026 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... By Tobias Harris Japan Foresight
report May 14, 2026 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... By Tobias Harris Japan Foresight
report May 6, 2026 Regional trip shows guiding principles of Takaichi diplomacy Takaichi inked deals with partners and provided foreign policy insights... By Tobias Harris Japan Foresight
report May 4, 2026 Spectra Markets | Japan Fiscal | Yen Intervention Blanchard multi-year fiscal framework proposal for Japan... By Alessio Farhadi Speevr Intelligence
report April 29, 2026 Growth Strategy Council shows Takaichi’s vision taking shape Increasingly focused on physical AI – boosted by the defense sector ... By Tobias Harris Japan Foresight
report April 21, 2026 Tokyo scraps arms export limits for security and growth Efforts to strengthen Japan’s defense industrial base... By Tobias Harris Japan Foresight
report April 20, 2026 Tokyo on edge My 10 days of conversations in Japan... By Tobias Harris Japan Foresight
report April 7, 2026 Takaichi prepares for battles over “divisive” agenda Budget passage clears the way for a crowded second half of the legislative session... By Tobias Harris Japan Foresight
report April 2, 2026 Government already looking to stimulus as crisis continues Takaichi coalition still pass early supplemental budget as it manages Hormuz crisis.... By Tobias Harris Japan Foresight
report March 23, 2026 Opposition wins standoff as government orders provisional budget Takaichi finds she faces political constraints despite her lower house supermajority... By Tobias Harris Japan Foresight
report March 19, 2026 Bank of Japan enters holding pattern again BoJ's Ueda acknowledged risks of stagflation from Hormuz crisis... By Tobias Harris Japan Foresight
report March 18, 2026 Critical test awaits Takaichi in Washington Takaichi in Washington for high-stakes summit with Trump... By Tobias Harris Japan Foresight
report March 11, 2026 Numbers versus norms LDP still pushing to pass the FY2026 budget in the lower house by 13 March... By Tobias Harris Japan Foresight
report March 9, 2026 Takaichi still formidable but challenges grow at home and abroad Iran war takes some shine off Takaichi government... By Tobias Harris Japan Foresight
report March 4, 2026 Iran war presents short-term challenges, long-term opportunities for Takaichi The war could also complicate Japan’s relationship with the US... By Tobias Harris Japan Foresight
report February 23, 2026 The Supreme Court cannot save Japan from strategic reality SCOTUS decision will have little impact on Japan’s approach to the US... By Tobias Harris Japan Foresight
report February 19, 2026 Understanding Takaichi’s fiscal philosophy Takaichi is prepared to change budgeting and reduce the power of the finance ministry... By Tobias Harris Japan Foresight
report February 18, 2026 Reading between the lines of the first US-Japan investments Japan confirms first US investments in bilateral framework... By Tobias Harris Japan Foresight
