Japan Macro-Financial Stress Scenarios Following
Japan’s interest rate normalization may trigger credit tightening, yen volatility, and global spillovers. A macro-financial risk analysis for policymakers and investors.
2026-01
Japan 
Japan Global Macro Economist Report
The U.S. extension of sanctions exemptions for Sakhalin LNG is not a technical adjustment, but a structural shift in sanctions economics. This report analyzes its implications for Japan, inflation, energy markets, and alliance stability.
Japan The Nature of the Shock to the Japanese Economy from Rising Interest Rates
Japan’s interest rate hike marks a structural shift, not a financial crisis.This economist’s report explains the real shock, sector impacts, and long-term implications for growth, yen dynamics, and fiscal discipline.
Global Economy World Economic Turning Point in 2026
In 2026, Japan faces a structural economic turning point as monetary normalization, China risk, and geopolitical fragmentation converge. This report analyzes the silent selection reshaping Japan’s growth model beyond zero interest rates.