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20th Nov 2025 19:40China+Weekly Monitor
  • Japan’s PM Takaichi revealed a mega-stimulus plan to ease the impact of inflation and boost growth.
  • Inflation data support a December hike, but domestic politics and geopolitics complicate the timing…
  • …Still, extreme JPY weakness may ultimately force the BoJ to hike, if its intervention impact proves short-lived.

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Keywords for: 24 November 2025 China+ Monitor

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