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Japan Update: BoJ Raises Policy Rate to 0.75%, Highest Since 1995
December 19, 2025
  • BoJ Raises Policy Rate to 0.75%, Highest Since 1995
  • November Nationwide Core CPI +3.0%
  • LDP, DPP Agree to Raise Tax-Free Income Limit to ¥1.78 Million, Link to CPI
  • Foreigners Largest Net Buyers of Japanese Equities Since 2013
  • Banks Raise Demand Deposit Interest to 33-Year High
Japan Update: BoJ Expected to Continue Rate Hikes in 2026
December 17, 2025
  • BoJ Expected to Continue Rate Hikes in 2026
  • November Tourist Arrivals Up 10.4%, Growth in Chinese Arrivals Slows
  • October Machinery Orders Up 7.0%
  • November Exports to US Rebound
  • ¥18.3 Trillion Supplementary Budget Passes
  • 10-Year JGB Yield Hits New Cycle High
  • Government Considers Ending Road Tax Subsidy for Electric Vehicles
  • Honda Motor (7267) Japan, China Production Halted by Chip Shortage
  • Toray (3402) to Raise Carbon Fiber Prices by 10% to 20%
Japan Update: Tankan Shows Continued Improvement
December 15, 2025
  • Tankan Shows Continued Improvement
  • Katayama Signals MoF on Board with Rate Hike
  • BoJ Report Shows Most Firms Plan to Raise Wages by Same Amount as Last Year
  • JGBs Sold as Rate Hikes Expected to Continue
  • Winter Bonuses Top ¥1 Million for First Time
Japan Update: Nikkei Confirms BoJ Rate Hike Next Week
December 12, 2025
  • Nikkei Confirms BoJ Rate Hike Next Week
  • Impact of US Tariffs on Japanese Corporate Earnings Less Than Expected
  • Corporate Tax Incentives for Wage Hikes to be Eliminated for All but Small Companies
  • Government Considers Minimum Tax for Incomes Over ¥100 Million
  • November Central Tokyo Office Vacancy Rate Drops to 2.44%
  • Nippon Steel (5401) Boosts Capital Spending as China Acts to Curb Steel Dumping
  • 2025 Rice Harvest Up 10%
 
Japan Update: LDP Proposes Plan to Boost Capital Investment
December 10, 2025
  • LDP Proposes Plan to Boost Capital Investment
  • November Corporate Price Index Up 2.7%
  • With Rate Hike in December a Given, Next Hike Likely in July 2026
  • 2-Year JGB Yield Hits 1.075%
  • JGB Expense Could Double If Forecast Rate Rises to 2.5%
  • Canon (7751), Dai Nippon Printing (7912) Testing Cheaper Chip Making Process
  • Nippon Paper (3862) to Raise Packaging Prices by 10%
Japan Update: 20-Year JGB Yield Hits 2.950%, Highest Since February 1999
December 8, 2025
  • 20-Year JGB Yield Hits 2.950%, Highest Since February 1999
  • Strong Earthquake Hits Northern Honshu, Tsunami Warning in Effect
  • October Real Wages Fall 0.7%
  • November Bankruptcies Down 7%, Farm Failures Hit Record
  • Japanese Corporations Issue Record Amount of Overseas Bonds
  • Chinese Fighter Targets Japanese F15 Near Okinawa
  • July-September GDP Revised Down
 
Japan Update: December Rate Hike Becoming More Certain, More to Come
December 5, 2025
  • December Rate Hike Becoming More Certain, More to Come
  • 10-Year JGB Yield Hits 1.950%, Equities Can’t Ignore Higher Rates
  • October Real Consumption Falls 3.0%
  • Government May Exclude Large Companies from Wage Hike Tax Breaks
  • Takaichi Wants to Normalize Budget Process
  • Chamber of Commerce Says USDJPY Should Be 130 or Less
Japan Update: JGB Yields Hit New Highs, All Eyes on 30-Year Auction
December 3, 2025
  • JGB Yields Hit New Highs, All Eyes on 30-Year Auction
  • Metalworkers’ Union Asks For ¥12,000 Increase in Base Pay
  • Nonperforming Loans Hit Record Low
  • Japan to Lift Restrictions on Defense Exports
  • Nissin Foods (2897) to Raise Instant Ramen Prices by 5% to 11%
Japan Update: Ueda “Announces” December Rate Hike
December 1, 2025
  • Ueda “Announces” December Rate Hike
  • Coalition Secures Lower House Majority as Kaikaku no Kai Joins LDP
  • Cabinet Approves Final Supplementary Budget of ¥18.3 Trillion, ¥11.7 Trillion in New JGBs
  • Takaichi Wants to Normalize Budget Process
  • 10-Year JGB Yield Hits 1.875% as Rate Hike Fully Priced
  • Quarterly Corporate Report Shows Higher Earnings, Slower Capex