Aurora Japan Report: Inflation Fears Could Take Precedence as BOJ Eyes Stagflation

Summary

Inflation fears are beginning to outrank growth concerns as the BOJ confronts a stagflationary policy mix. Aurora explains why Japan's central bank may have less room to wait and what the shift means for rates and the yen.

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