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Monetary Affairs
Sep 19, 2024

BOJ To Stay on Hold in September. Another Hike In a Few Months

Nouriel Roubini

Brunello Rosa

Nato Balavadze

BOJ To Stay on Hold in September. Another Hike In a Few Months

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

19 September 2024

In this paper we discuss:

  1. Our assessment of the Japanese economy;
  2. What we expect the BoJ to do in September and coming months;
  3. How the economy has performed compared to July’s forecasts;
  4. And the market implications of all the above.

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