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Japan Economy Watch

Richard Katz
Hundreds of paid subscribers

Mostly about Japan, but also international trade and US economic policy

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PricingFreemiumPublishesTwice weekly
Issues280Founded5 years agoLast Issue20 days ago
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Latest Issues

Factually-Challenged Stories Claim Higher Interest Rates Mean Debt Service Crunch

Bessent’s Failed Attempt to Blackmail Japan: Fiscal Cuts The Price for Yen Intervention

Source: https://www.oecd.org/content/dam/oecd/en/publications/support-materials/2026/06/oecd-economic-outlook-volume-2026-issue-1_8be0dba6/EO119_Fiscal...

20 days ago
5
Paid

Seminar On Future Of LNG in Asia In Light of Iran War

The growing instability in the Gulf region means that policymakers, companies, and investors now have to reconsider plans they made based on the premise that the supply and price disruption caused by the war in Iran was temporary. The expan...

24 days ago
10
4

Dilemmas Facing BOJ At This Week’s Meeting: Yen and Inflation

Source: https://www.boj.or.jp/en/research/research_data/cpi/cpirev.xlsx Note: see text for explanation of the two series; 68% in parentheses means the share of the total household budget

The Bank of Japan (BOJ) faces several dilemmas as it...

a month ago
17
5

Will Yen Depreciation Reverse?

Forecasts Wildly Diverge

Source: WSJ

a month ago
8
Paid

Rise In JGB Yields Decelerates

Still No Spike, Contrary To Sensationalist Articles

Source: Author calculation based on WSJ data Note: The dotted line is the trendline. The two dashed lines show the range within which two-thirds of the daily data lie (called the “standar...

a month ago
12
1
Paid

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Authors

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  • Richard Katz

    Richard Katz is a Special Correspondent for Weekly Toyo Keizai of Japan, and, during the years of working on his latest book, was a Senior Fellow at the Carnegie Council for Ethics In International Affairs

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