Aurora Macro Strategies

Japan Report: The Reshuffle

September 17, 2026

Japan

Japan’s reshuffle is meant to stabilize Takaichi’s government, but it may also expose how narrow her political room has become. Aurora explains who gained influence, who lost leverage, and what the changes imply for fiscal and monetary policy.

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

Request the full report

Japan Report: The Reshuffle