2025 Japan Economic Outlook

October 31 | 14:00 - 17:30 JST

Conrad Tokyo Hotel

Japan is shaking global markets this year. As the only major developed economy that might keep hiking rates instead of cutting them, Japan has disrupted the “carry trade” once based on ultra-cheap yen; its currency has surged to a one-year high against the dollar. The Japanese economy is also experiencing its most sustained inflation in decades and grappling with long-term demographic challenges.

On October 31, ISI Markets hosted the 2025 Japan Economic Outlook event in Tokyo, bringing together business and finance leaders to discuss Japan's post-pandemic recovery, growth, and key trends affecting global businesses and investors. CEIC’s machine learning-driven economic nowcasts will be featured alongside EPFR’s global fund-flow insights.

KEY TOPICS OF DISCUSSION:

• The BoJ’s monetary tightening amid global rate cutting cycle
• Wage growth and its impact on consumption and prices
• Markets sentiment dynamic as cheap money era ends and carry trade unwinds