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22nd May 2025 17:59China+Weekly Monitor

  • Japan’s core consumer inflation ticked up in April, due to the removal of energy subsidies for households.
  • The BoJ will probably hold rates steady to help growth, amid tariff uncertainty, and despite elevated inflation.
  • Soaring bond yields, partly due to political risks, may yet force the Bank to intervene.

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Keywords for: 27 May 2025 China+ Monitor

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