Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

16 January 2023

In this paper we discuss:

  1. Our latest assessment of the Japanese economy including the impact of the energy crisis;
  2. What we expect the BoJ to decide at its January monetary policy meeting and could do in coming months;
  3. How the BOJ macroeconomic projections have changed since the October outlook; and
  4. The market implications of all the above.

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Download PDF: BOJ Preview - January 2023 (ready for publication)

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