Aurora Macro Strategies

Aurora Japan Report: No Surprises from BOJ as Focus Turns to Fiscal Policy

June 16, 2026

Japan

The BOJ delivered no surprises, shifting the market's attention back to fiscal policy and Takaichi's budget choices. Aurora explains why the next move may come from politics rather than the central bank.

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Aurora Japan Report: No Surprises from BOJ as Focus Turns to Fiscal Policy