Japan's market story still revolves around the tug-of-war between sticky inflation and fiscal credibility. Tokyo officials are actively pushing back on the view that government spe
Japan's market story still revolves around the tug-of-war between sticky inflation and fiscal credibility. Tokyo officials are actively pushing back on the view that government spending is driving price pressures, while rising long-term borrowing costs highlight investor doubts about the country's fiscal footing. That tension keeps the central bank's policy path, and the yen's direction, at the center of attention for equities.
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