Missing Arrow

(Dec 2019) Peter considers the potential impact of upcoming fiscal stimulus packages, the third of Prime Minister Abe's reflationary strategies.


  • Abe’s fiscal package could be a turning-point in economic policy
  • He has buy-in from former fiscal hawks, such as BoJ Governor Kuroda
  • He requires a strong economy to support his constitutional reform project
  • Look for a steepening yield curve and exit from negative interest rates

Please contact us to gain access to this insight

Request more information