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Country Focus

Tokyo CPI Cements Hawkish BoJ

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Tokyo CPI data confirms persistent inflation pressures in Japan, keeping the BoJ on a hawkish footing and reinforcing our underweight in JGBs and bullish stance on the yen. July Tokyo CPI came in broadly in line, falling to 2.9% y/y from 3.1%, with core and…

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