Tobias Harris
Senior Specialist — Japan
World-recognized expert on Japanese politics, policy, and macroeconomics. Former Japan analyst at Teneo Intelligence.
Japan
BoJ policy, Japanese politics, and the US-Japan economic relationship.
Overview
Aurora's Japan coverage interprets Bank of Japan policy, the political economy of the LDP era, and Japan's role in the US-led Indo-Pacific architecture.
Coverage themes
BoJ & rates
Yield-curve policy normalization, FX dynamics, and the global spillover from Japanese rates.
Politics
LDP leadership dynamics, electoral cycles, and the policy direction of successive governments.
US-Japan & Indo-Pacific
Trade, investment, and security alignment across the alliance.
Experts on Japan
Dimitris Valatsas, CFA
Co-founder & Chief Economist
Co-Founder and Chief Economist of Aurora Macro Strategies. He has over a decade of experience advising global asset managers and hedge funds on G-3 monetary policy and macroeconomic strategy.
What we publish on Japan
- BoJ decision notes and yield-curve policy tracker
- LDP politics and election briefings
- Quarterly Japan macro and FX outlook
- US-Japan and Indo-Pacific alignment notes
Aurora's Japan coverage is delivered to a small group of institutional clients. Request the briefing or speak with the specialist directly.