
BoJ Preview: Insufficient Data and Downside Risks to Ensure a September Hold
Viresh Kanabar
Summary Japan’s economy remains robust despite tariffs uncertainty, though recent trade data suggests real exports to the US have slowed. During his last speech, Governor Himino (median member) highlighted downside inflation risks are more prevalent now, continued require monitoring. We view Governor Ueda’s discussion around the BoJ’s urgency to hike as guidance towards an October […]