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24th Oct 2024 20:20China+Weekly Monitor

  • The BoJ is likely to hold rates steady until January, given growth trends and Friday’s inflation data...
  • ...But political and currency risks loom large; a sharp JPY depreciation would force an earlier move.
  • China’s NPC will meet on November 4-to-8 and is likely to approve targeted additional fiscal stimulus.

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Keywords for: 28 October 2024 China+ Monitor Yen weakness putting pressure on BoJ, despite mut

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence