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26th Jun 2025 16:26China+Weekly Monitor

  • The fall in Tokyo inflation in June was largely due to energy subsidies kicking in again.
  • The BoJ will probably stay put on interest rates, given sluggish growth and trade risks...
  • ...Assuming oil prices are reasonably well behaved; markets appear sanguine about geopolitical risk.

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Keywords for: 30 June 2025 China+ Monitor

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