Japan Economist, Japan Macro Advisors

Takuji Okubo

Japan Economist

Concise and Insightful Analysis on Japan Economy

Japan Macro Advisors

Our mission is to provide a concise and timely analysis on the Japanese economy for the benefit of global audiences. Communication, especially in foreign languages, has always been a weakness for the Japanese, which was fine when Japan's economic might attracted foreign media and various other institutions to study and report on Japan - such days are long gone. In the last two decades, we saw foreign institutions reallocating their resources from Japan to other more exciting parts of the world. As a result, when we read reporting on Japan in foreign media, we sense a subtle but noticeable decline in the depth of understanding what is actually happening in Japan.

Macroeconomics

<p>The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree that it is the most believable story. Prime Minister Abe has consistently supported Mr. Kuroda and has implied that he would want him to continue. Mr. Kuroda has said nothing to indicate a possibility that he may refuse if re-appointed. Is there any chance of a surprise?  <br><br>There are some reasons to think Mr. Kuroda may not be the best man for the job. The…</p>

The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree that it is the most believable story. Prime Minister Abe has consistently supported Mr. Kuroda and has implied that he would want him to continue. Mr. Kuroda has said nothing to indicate a possibility that he may refuse if re-appointed. Is there any chance of a surprise?    There are some reasons to think Mr. Kuroda may not be the best man for the job. The…

The Next BoJ Governor, What If It Is Not Kuroda?