Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments.
The economy will continue to grow at a healthy pace, which should ensure that the labour market remains very tight. While energy subsidies and falling crude oil prices will weigh on headline inflation, measures of underlying inflation should hold up well. Accordingly, the Bank of Japan will lift rates further to 1.75% by 2027 instead of the analyst consensus of just 1%.
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