By Brunello Rosa and Karmen Meneses

22 September 2021

In this paper we discuss:

  1. The BoJ’s latest assessment of the Japanese economy;
  2. What the BoJ announced in September and could do in coming months;
  3. How we expect the BoJ to alter its view of the economy and prices In October; and
  4. The market implications of all the above.

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