Updated
Updated · The New York Times · Sep 15
Abenomics Architects Urge Faster Rate Hikes as BOJ Eyes Move to 1.25%
Updated
Updated · The New York Times · Sep 15

Abenomics Architects Urge Faster Rate Hikes as BOJ Eyes Move to 1.25%

3 articles · Updated · The New York Times · Sep 15

Summary

  • Koichi Hamada and other architects of Japan’s easy-money era now say low rates have outlived their purpose and want the Bank of Japan to tighten faster.
  • Inflation has stayed above the BOJ’s 2% target for most of the past four years, while the yen has sunk to multidecade lows against the dollar.
  • The BOJ is widely expected to raise rates on Friday to 1.25% from 1%, extending a run of quarter-point increases roughly every six months.
  • Prime Minister Sanae Takaichi has so far stuck with Abenomics since taking office last year, pressing for low rates alongside record fiscal spending.
  • The split underscores how Japan’s debate has flipped since 2012—from fighting deflation and a strong yen to containing persistent inflation and currency weakness.

Insights

As the BOJ abandons a decade of easy money, will this historic rate hike finally rescue the yen or trigger economic chaos?
Will the sudden reversal of Abenomics spark a global financial shockwave as trillions in Japanese capital rush back home?