Speakers:
The LDP’s weak performance in the Upper House elections signals pressure for looser fiscal policy, just as the Bank of Japan is constrained from tackling rising inflation in the face of tariff threats. With Japanese government bond yields pushing at multi-decade highs, concerns about the sustainability of public finances are mounting.
Our Japan and Markets teams assessed the risks of an outright fiscal crisis in this briefing, talking through the pressures on the authorities to boost spending, the BoJ’s inflation dilemma and the implications for Japanese financial markets.
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