2024 Global Outlook on Japan

It's a big year for Japan with a change in policy from the BoJ. What will the impact be on global equities?

Author

Macro Visor
January 15, 2024

Japan is set to have a big year! Our view is that we finally see a change of policy in Japan from Negative Interest Rate Policy (NIRP) to Zero Interest Rate Policy (ZIRP), but we remain cautious about timing. Our view is that we see a gradual change by the end of the first quarter. This will definitely lead to a strengthening of the Japanese Yen.

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