ASEAN Central Banks Need New Tools for New Risks
Julia Anna Bingler and
Matthew Poggi | 13 May 2026
Monetary,
Op-Eds | Tags:
ASEAN,
Central Banks,
Energy,
Systemic Risks,
Targeted Refinancing Lines Southeast Asia faces a growing exposure to novel interacting risks that drive inflation and financial instability. Under the Philippines’ leadership as 2026 ASEAN chair, there is an opportunity to strengthen the region’s response to reduce exposure to and manage the risks through the ASEAN Finance
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Japan Needs a New Framework for a Post-Deflation Economy
Matthew Poggi | 29 April 2026
Monetary,
Blog | Tags:
Central Banks,
Economic Growth,
Governing Finance,
Japan Japan’s policy-makers should reconsider whether the institutional framework governing relations between the government and the Bank of Japan still fits the country’s economic priorities.
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Japan Shifts to a New Fiscal Anchor
Matthew Poggi | 15 April 2026
Fiscal,
Blog | Tags:
Debt,
Fiscal Rules,
Japan Japan is redefining the framework that anchors its public finances. Following the belated approval of the 2026 financial year budget, attention will turn to the Sanae Takaichi administration’s shift from a single-year primary balance target towards a medium-term approach centred on stabilising the debt-to-gross domestic product ratio.
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Sanaenomics: Bridging Abenomics and New Capitalism
Matthew Poggi | 5 November 2025
Monetary,
Op-Eds | Tags:
Economic Growth,
Governing Finance,
Japan Sanae Takaichi begins her tenure as prime minister of Japan with a rare combination of political momentum and market confidence. Her inaugural public-support rating exceeds that of her recent predecessors, and equities have risen nearly 10% since she became leader of the Liberal Democratic Party.
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The Bank of Japan Must Define a Strategy for Its ETF Holdings – Not Just Its Sales
Ken Shibusawa and
Matthew Poggi | 28 October 2025
Monetary,
Op-Eds | Tags:
Asset Purchases,
Central Banks,
Governing Finance,
Japan The Bank of Japan (BOJ) plans to sell its ETFs at roughly 620 billion yen a year on a market-value basis (330 billion yen on a book-value basis), a time frame under which BOJ Gov. Kazuo Ueda said it would "take more than 100 years"
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