Bank of Japan rate hike odds rise with strong export performance
BoJ expected to tighten Friday, yet next hike will come in second half of 2026
Bank of Japan rate hike case backed by strong exports and elevated…
Data support December rate hike, but political pressure could delay move until 2026
Japanese exports recovered in September despite US tariff hit
We still believe an October Bank of Japan rate hike is a possibility
Japan exports rose in first half, but profits might have declined
Markets cheer the reduction in trade-war uncertainty
Japan and Korea will push for lower US tariffs given the extension of…
Japanese export growth slowed in March, and US tariffs are sure to…
Japan’s export jump may be calm before Trumpian storm
US Treasuries losing the control they had
China-US relations: what to expect from 'constructive strategic…
Our latest views on the major central banks
Asia’s AI-chip trade growth continues to boom
Japan's exports and core machinery orders recover
Carbon neutrality a long way off for Japan despite reopening nuclear…
Asia markets wait for the Fed
Prepare for another huge fall in Japanese GDP
A fall of about 20% (annualised) in second-quarter Japanese GDP is not a big event these days - but for what it is worth, this is how we arrive at our…
Buying some replacement trainers is not the same as a V-shaped recovery
The coming months will see further switches of global growth numbers from negative to positive like the recent US retail sales. This does not mean a…
Japan export plunge an illusion
