Policy Outlook - Moody's Analytics suggests it's premature to anticipate significant policy shifts in Japan following Prime Minister Ishiba Shigeru's decision to resign [1] - Analysts are likely to characterize moderates as cautious technocrats and conservatives as free-spending, perpetually reliant on the Bank of Japan to maintain a weak yen [1] - Even moderates favoring fiscal austerity must contend with voter discontent over inflation and the rise of right-wing populism [1] - Conservatives advocating for expanded budgets need to acknowledge that the economy requires more than just demand-side stimulus [1] - The notion that a prime minister from the conservative camp would prompt the Bank of Japan to maintain unchanged interest rates is an oversimplification [1] - Additional fiscal support could stimulate demand and price pressures, potentially supporting interest rate hikes [1] - The next leader will face a delicate balancing act [1]
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外汇交易员·2025-09-08 02:51