Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments.
Japan is benefitting much less than most other Asian economies from soaring AI-related demand. But pass-through of higher energy costs will lift inflation well above the BoJ’s 2% target. And with the labour market still very tight and wage growth accelerating, the risk of second-round effects can’t be ignored. Accordingly, the Bank’s tightening cycle has much further to run.
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