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  • Japan’s finance minister said the government would aim to limit new bond issuance for the extra budget.
  • The BoJ will likely look past slowing inflation in April, given the prospect of rising imported energy costs.
  • Renewed currency weakness is likely to be the final straw, pushing the BoJ to a rate hike in June.

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Keywords for: 25 May 2026 China+ Monitor

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