Japan

Japan: Large Fiscal Stimulus to Boost Growth and Curb Inflation, JGB Pressur

Japan's stimulus package targets inflation stabilisation, strengthening defence and diplomacy, and sustainable growth. It should spur short-term growth and reduce inflation, but may put pressure on JGBs. The BoJ's policy normalisation will likely continue, though it faces challenges and may proceed at a slower pace

East Asia Economic Outlook: BOK Holds Rates, Industrial Growth Continues, CPI and GDP Updates

The Bank of Korea is expected to hold the rates steady. Meanwhile, data highlights include Chinese industrial profits, Tokyo inflation, Korean and Taiwanese industrial production and Indian GDP

Asia Weekly Outlook: China’s 15th Five-Year Plan in Focus as Growth Slows; BoK and BoJ Policy Signals Ahead

China's discussion of its 15th Five-Year Plan will be a major focus, along with GDP and property price data and a loan-prime-rate decision. The Bank of Korea is expected to leave rates unchanged, while markets will get key data from Japan and Taiwan

Global Markets Recap: Metals Surge, USD Strength, and Central Bank Highlights

Week in review – UN Assembly, ever-stronger metals, Powell and a huge USD performance,

A week dominated by central bank communications and seasonal dynamics kept investors on edge, even as the UN General Assembly passed without major geopolitical surprises except for some memorable US President Trump quotes.

Tokyo Inflation Cools on Subsidies, BoJ Likely to Hold Steady

Japanese government efforts to moderate inflation are working, though underlying Tokyo price pressures remain elevated. Even so, the Bank of Japan is expected to stand pat next week. Its quarterly outlook report will be closely watched

US–Japan Trade Deal: Tariffs, Investment, and Political Uncertainty

News of a US-Japan trade deal, though details remain vague, sent equities higher, with the Nikkei rising 3.5% during the morning session. However, the USDJPY and Japanese government bonds declined as fiscal concerns and reports of Prime Minister Shigeru Ishiba stepping down soon

Bank of Japan holds policy rate steady and plans slower tapering

The Bank of Japan kept its policy rate at 0.5%, reducing Japanese Government Bond purchases from 400bn yen to 200bn yen starting in April 2026. Governor Kazuo Ueda is cautious about US tariffs and their negative impact on investment and wages, while expressing no immediate concerns about inflation. We no longer expect a hike in the third quarter

Markets on Edge as Trump’s Tariff Announcement Stirs Global Unease

Investors are nervously waiting on the announcement of US President Donald Trump’s tariffs. With reports that deliberations on the tariffs are still ongoing, even with hours left to their unveiling, as well as speculation about the form they will take, investors remain uncertain.