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Dec 18, 2023

BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight

Nouriel Roubini

Brunello Rosa

Nato Balavadze

BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sight

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

18 December 2023

In this paper we discuss:

  1. Out assessment of the Japanese economy;
  2. What we expect the BoJ to do in December and in coming months;
  3. How the economy has evolved compared to the October’s outlook;
  4. The market implications of the above.

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