Takaichi Faces Autumn Test After Trump Talks And BOJ Rate Hike
Why now
Thesis: Japan policy normalization is a slow-burn global rates risk
Catalyst to watch: BOJ meeting outcome and Takaichi fiscal plans
Main risk: Carry unwind could hit risk assets broadly
Why it matters
A BOJ rate hike alongside Takaichi's fiscal stance could shift yen carry flows and JGB yields, feeding into global rate expectations.
Sources
- googlenews · news.google.com · 2026-09-27 13:37 UTC