Aurora Macro Strategies

Aurora Japan Report: US Pressure on Macroeconomic Policy Puts Takaichi in Bind

September 1, 2026

JapanUS

U.S. pressure on Japan’s macroeconomic policy is putting Takaichi in a bind between alliance management, domestic politics, and market credibility. Aurora explains why the pressure matters and how it could constrain Tokyo’s fiscal and monetary choices.

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Aurora Japan Report: US Pressure on Macroeconomic Policy Puts Takaichi in Bind