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4th Sep 2025 15:15China+Weekly Monitor
  • A US executive order finally formalises its trade deal with Japan, ending uncertainty for Japan’s economy.
  • Real wages have risen for the first time since December, boosting October rate-hike bets.
  • The BoJ is likely to look past weaker ‘same-sample’ data, with trade worries fading.

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Keywords for: 8 September 2025 China+ Monitor

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