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Jun 12, 2024

BOJ To Keep Rates on Hold, But a July Hike Is More Likely

Nouriel Roubini

Brunello Rosa

Nato Balavadze

BOJ To Keep Rates on Hold, But a July Hike Is More Likely

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

12 June 2024

In this paper we discuss:

  1. Out latest assessment of the Japanese economy;
  2. What we expect the BoJ to do in June and coming months;
  3. How the economy has performed compared to the April Outlook’s forecasts; and
  4. The market implications of the above.

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