Aurora Macro Strategies

Japan

BoJ policy, Japanese politics, and the US-Japan economic relationship.

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

Tobias Harris

Tobias Harris

Senior Specialist — Japan

World-recognized expert on Japanese politics, policy, and macroeconomics. Former Japan analyst at Teneo Intelligence.

  • 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.

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