Global Macro Research

Japan could gain a new "Iron Lady" prime minister

Sanae Takaichi could become Japan’s first female prime minister. A staunch conservative and protégé of late PM Shinzo Abe, markets have moved to price in fiscal stimulus and a dovish monetary policy view. But the constraints of LDP divisions, a minority government, and the bond market, mean we do not expect policy changes on the scale of Abenomics.

Author

Sree Kochugovindan

Senior Research Economist

Duration: 1 Min

Date: Oct 14, 2025

Key Takeaways

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