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Japan Chart Pack (May 2025)

Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments.

Japan’s economy won’t be affected much by global trade tensions. While the Bank of Japan has signaled a pause in its tightening cycle, we think the Board is underestimating the strength of inflationary pressures. We still expect another rate hike in July with the Bank’s policy rate set to reach 1.5% by 2027.

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