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July 24, 2026
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Sayuri Shirai
COMMENTARY
/
Japan
May 20, 2026
Japan¡¯s challenge in a world moving beyond old alliances
The emerging world order is likely to be more fragmented, more competitive and more uncertain.
COMMENTARY
/
Japan
Mar 18, 2026
From stimulus to structure: Japan¡¯s next economic agenda
With a shrinking population and a rapidly aging society, the country is moving away from the demand-deficient conditions that characterized much of the post-bubble era.
COMMENTARY
/
Japan
Jan 8, 2026
Japan needs fiscal transparency more than ever
Oversized supplementary budgets, symbolic tax measures and broad transfers cannot substitute for clarity and coherence.
COMMENTARY
/
Japan
Jul 27, 2025
Climate disclosure is advancing ¡ª but who¡¯s being left behind?
Global momentum for standardized climate-related disclosure remains strong, reflecting a desire to balance regulatory ambition with economic competitiveness.
COMMENTARY
/
Japan
May 4, 2025
A turning point in trade: The U.S. effort to reverse global imbalances
This large trade imbalance is also the primary driver of the U.S. current account deficit, largely due to the gap in goods trade.
COMMENTARY
/
Japan
Jan 28, 2025
The Bank of Japan¡¯s communication challenges
Despite limited developments that would justify a policy shift since December, Japan¡¯s central bank nevertheless went ahead to raise interest rates.
COMMENTARY
/
Japan
Aug 30, 2024
BOJ¡¯s recent policy changes highlight a shift toward global monetary practices
The BOJ¡¯s approach is influenced by global financial regulations and aims to balance market stability with effective monetary policy.
COMMENTARY
/
Japan
Feb 27, 2024
What explains the recent surge in Japanese stock prices?
Japan needs for increase domestic capital investment, technological innovation and sound risk-taking to improve long-term competitiveness.
COMMENTARY
/
Japan
Sep 19, 2023
The Bank of Japan faces a monetary policy conundrum
The BOJ may need to interpret the 2% price stability target more flexibly.
COMMENTARY
/
Japan
Jul 23, 2023
BOJ faces monetary policy challenges amid an inflationary environment
The BOJ with its monetary policies must navigate various structural issues, including population decline, aging and geopolitical tensions to achieve its desired price stability.
COMMENTARY
/
Japan
Mar 23, 2023
Will the new BOJ chief choose to maintain the status quo?
After 10 years of monetary easing under BOJ Gov. Haruhiko Kuroda, all eyes will be watching the central bank¡¯s next steps under its new chief, Kazuo Ueda.
COMMENTARY
/
Japan
Feb 24, 2023
Can the BOJ¡¯s next governor resist calls to exit the ultraeasy monetary policy?
While Ueda will surely maintain the current policy for the time being, it is not clear whether he will take the risk of normalizing the monetary easing policy during his governorship.
COMMENTARY
/
World
Nov 22, 2022
Why is the Swiss franc still a safe-haven currency?
While other leading safe-haven currencies have taken a hit as of late, the Swiss franc keeps going strong.
COMMENTARY
/
Japan
Apr 21, 2022
Inflation, oil prices and the yen: What¡¯s behind the BOJ¡¯s tack?
Japan¡¯s inflation rate is around 1%, one of the lowest in the world. Why is Japan, which has been battling deflation for two decades, still the exception even as global inflation is rising?
COMMENTARY
/
Japan
Dec 13, 2021
Will closer monetary-fiscal policy coordination lead to fiscal dominance?
As yield curves are already so flattened, central banks may need to rely more on reducing their holdings of government bonds to prevent an inversion of the yield curve.
COMMENTARY
/
Japan
Sep 16, 2021
Will TSE reforms boost Japan¡¯s corporate value?
In a bid to attract more long-term investors, Japan plans to reform its primary stock market.
COMMENTARY
/
Japan
Jul 15, 2021
Time for Tokyo to become a leading hub of green finance
With investor interest in sustainable finance growing globally, Japan is encountering a rare opportunity to turn Tokyo into one of the leading green financial hubs in Asia.
COMMENTARY
/
Japan
Feb 7, 2021
Bank of Japan policy hurts sustainable finance
An expansion of environmental, social and corporate governance (ESG) investment and a sustainable finance market is essential for Japan¡¯s economy.
COMMENTARY
/
World
Dec 6, 2020
Changes afoot in the world of central banking
Further monetary easing may become inevitable for the U.S. Fed to make inflation targeting effective, and for the ECB to justify greater emphasis on the environment.
COMMENTARY
/
Japan
Jul 14, 2020
Time for Japan to present a credible energy policy
The nation should not miss the opportunity to restructure its economic and energy-consumption structure for future generations.
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