Japan Institute for National Fundamentals
https://jinf.jp/
Speaking Out
Sep 24, 2026
【#1403】BOJ Should Not Disrupt Takaichi’s Growth Strategy
Hideo Tamura ー At its monetary policy meeting on September 18, the Bank of Japan decided to raise its policy interest rate by 0.25 percentage points to 1.25%, effective on September 24. The policy interest rate was thus increased to the highest level in 31 years, since 1995 just before Japan plunged into a chronic deflationary recession. .... <Read more>
Speaking Out
Sep 24, 2026
【#1402】Hopes on Get-Things-Done Cabinet
Takashi Arimoto ー The reshuffled Second Takaichi Cabinet began work in earnest on Sept. 24 after Japan’s extended holiday weekend. Although news coverage of cabinet reshuffles tends to focus on political maneuvering, such as intraparty power dynamics, the latest appointments indicate that Prime Minister Sanae Takaichi, .... <Read more>

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【#1401】Placing Hopes on Okinawa Governor-Elect Koja
Takashi Arimoto ー Genta Koja, 42, a former deputy Naha mayor backed by the ruling Liberal Democratic Party and others, won in Okinawa Prefecture’s gubernatorial election on September 14, putting an end to the left-leaning “All Okinawa” group’s prefectural government that has confronted Japan’s central government for many years. It is

【#1400】Takaichi’s Growth Strategy Is Not Reflationary
Hideo Tamura ー At a press conference on September 1 following a meeting of Group of 20 finance ministers and central bank governors in the United States, U.S. Treasury Secretary Scott Bessent said Japan should stop its reflationary policy. The Bank of Japan is scheduled to hold its monetary policy meeting on September 17 and 18. The