Aurora Japan Report: BOJ gains room from Takaichi as it judges inflation at target

Summary

The Bank of Japan held rates steady while signaling that underlying inflation has reached its 2% target. Aurora assesses how that quiet shift changes the pace of normalization and gives policymakers room to operate as Prime Minister Takaichi’s political agenda evolves.

The full report is available to Aurora's institutional clients. Request a copy and our team will follow up within one business day.