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December 23, 2025 | The Week Ahead

The Year Ahead – Japan

In the second of our 2026 Outlook episodes, we focus on the year ahead outlook for Japan, which we expect to remain on a recovery path in 2026. Joined by guest speakers Yujiro Goto, Head of FX Strategy, Tomohaki Shishido, Senior Rate Strategist, and Tomochika Kitaoka, Chief Equity Strategist, our Economists share their top views on the economy, the risks to watch out for, and the implications on FX rates and equity markets.

speakers

Euben Paracuelles

Week Ahead Podcast Host and Chief ASEAN Economist

Kohei Okazaki

Chief Market Economist, Japan

Yujiro Goto

Head of FX Strategy, Japan

Tomoaki Shishido

Senior Rates Strategist, Japan

Tomochika Kitaoka

Chief Equity Strategist, Japan

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