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  • Japan’s new PM Takaichi will put together a stimulus package to alleviate households’ cost-of-living crisis.
  • September exports trended higher on improving intra-regional demand, driven by chip and car shipments.
  • The BoJ will likely delay its rate hike to December now that Ms. Takaichi has been appointed as the new PM.

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Keywords for: 23 October 2025 China+ Monitor

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