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26th Feb 2026 11:20China+Weekly Monitor
  • Governor Ueda’s musings on a March or April policy rate hike are likely intended to bolster JPY…
  • …Less currency pressure and low headline inflation will likely allow the BoJ to delay hiking until Q4.
  • Tokyo headline inflation edged up only 0.1pp to a still restrained 1.6% in February.

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Keywords for: 2 March 2026 China+ Monitor

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