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SUN, AUG 30 · EDT
Entity · Person

Takaichi

Person · Head_of_state · Japan · 336 dispatches indexed · last seen Aug 24, 2026
Recent dispatches · showing 50 of 241
Geopolitical Conflict
North Korea warns of ‘military options’ over Japan rearmament

North Korea's Kim Yo Jong warned of additional military options after Japan increased defense spending to $62.2 billion and conducted missile tests, escalating regional tensions amid historical grievances and competing security concerns in the Pacific.

insiderpaper · Aug 5
Geopolitical Economics
Is the U.S. Fiscal Outlook Japanese? Or Is Illinois the Same as Japan?

Illinois carries $15,083 pension debt per resident while both U.S. and Japan face unsustainable entitlement obligations, with Japan's currency interventions potentially destabilizing Treasury markets through massive asset sales.

The Unseen and The Unsaid · Jul 19
Geopolitical Economics
Signal Vs. Noise On JGBs And Yen

Market players debate whether Japan's bond yield rise is due to Takaichi's fiscal program.

Japan Economy Watch · Jul 10
Geopolitical Economics
Bank of Japan raises rates to 1%, and will end tapering next year

The Bank of Japan raised its policy rate to 1% with one dissent and will halt bond tapering from April 2027, prioritizing inflation risks while signaling future hikes depend on Middle East developments and economic conditions.

ING Think · Jun 16
Geopolitical Conflict
Defense and Sovereignty in an Unstable Indo-Pacific

Japan is updating its defense policy and lifting equipment export restrictions to strengthen military capabilities amid escalating Chinese military pressure, regional instability, and uncertainty in US security commitments across the Indo-Pacific.

JAPAN Forward · Jun 12
Global Markets
The FX Trader: Long US yields keep the dollar and carry trades alive

Strategist Charu Chanana explains that elevated long-term US Treasury yields sustain dollar strength and carry trades despite modest near-term inflation relief, keeping USD/JPY above 159 while pressuring the yen, Swiss franc, and Swedish krona.

Saxo · Aug 13
Geopolitical Economics
Takaichi poll slide raises yen and bond risks

Japan's Cabinet approval dropped to 57% from 69% as households grew dissatisfied with rising living costs, raising risks that weakened political support could push the government toward fiscally expansionary measures that could unsettle investors given Japan's already substantial public debt burden.

Arabian Post · Jul 28
Geopolitical Economics
Ice Cream Cartels and MMT's Japanese Illusion

MMT economists cite Japan's high debt as manageable, but the nation obscures fiscal crises through exports, illiquid assets, and foreign-exchange risks, while rising interest rates threaten its asset-dependent debt structure and weakening yen.

The Unseen and The Unsaid · Jul 17
International Relations
Between interdependence and weaponization: The recent Japan-China conundrum

China weaponized trade interdependence against Japan through export curbs on critical dual-use materials and rare earths since January 2026, escalating restrictions on defense firms and research institutes, while Japan retains countervailing leverage in semiconductor photoresists, creating mutual vulnerability in the Indo-Pacific security landscape.

weeklyblitz · Jul 2
Geopolitical Economics
Sunrise Market Commentary

The Bank of Japan raised its policy rate to 1.0%, the highest since 1995, with a 7-1 vote, signaling a shift toward neutral monetary policy as inflation approaches its 2% target amid persistent wage pressures and labor shortages.

Action Forex · Jun 16
Global Markets
Dollar surge tests yen and reshapes global currency dynamics

Strong U.S. jobs data and geopolitical tensions drove the dollar to multi-month highs, pressuring the yen toward 160 per dollar and prompting Japan's intervention threats, while India's central bank introduced stabilization measures amid currency weakness across emerging markets.

MSN · Jun 6
Geopolitical Economics
Beijing widens Japan curbs as Takaichi row deepens

China added 40 Japanese defense-linked entities to export restriction lists, immediately requiring prior approval for dual-use technology sales, escalating tensions over Japan's military expansion and Taiwan stance amid broader tech competition.

Arabian Post · Jun 30
International Relations
Is Japan Actually Breaking Free From the US-China Trap in 2026?

Japan is transitioning toward genuine strategic autonomy by building independent foreign policy infrastructure, advancing military normalization under Takaichi, establishing regional energy networks outside Chinese dominance, and deepening security partnerships with Philippines, Australia, and South Korea, marking its first postwar shift from inherited alliances to deliberate partnership choices.

Modern Diplomacy · Jun 5