Aurora Japan Report: Trump’s interest in yen increases Takaichi’s troubles

Summary

Renewed external focus on the yen is complicating the domestic political balance around policy and leadership in Japan. Aurora assesses how the FX angle feeds into factional dynamics, what it means for BoJ constraints, and where the market sensitivities sit.

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