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October 10, 2025 | The Week Ahead
Politics continue to take centre stage, with the shocking LDP election result in Japan and the resignation of the French Prime Minister after less than 4 weeks in office. The EUR has weakened as a result, while USD/JPY has surged. We discuss the main policy features of ‘Sanaenomics’, the implications for the BOJ, and what to expect from the political developments in France. Our guest speaker, Samira Fazili, Managing Director, US Public Policy & Government Affairs, shares her take on how and when the US government shutdown could end.
Week Ahead Podcast Host and Chief ASEAN Economist
Chief Economist for Developed Markets
US Public Policy and Government Affairs
Japan Economist
Senior European Economist
