Aurora Macro Strategies

Aurora Japan: As Ueda Stalls, MOF Grabs the Spotlight

January 23, 2026

Japan

Ueda's caution is shifting attention toward the Ministry of Finance as markets look for the next source of Japanese policy action. Aurora explains why the BOJ's hesitation matters and how MOF could become the more important market actor.

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Aurora Japan: As Ueda Stalls, MOF Grabs the Spotlight