July 21, 2026 01:16 PM GMT Japan Economics | Japan M Update Feedback from US Investor Meetings Overseas investors' concerns are not centered on the specific wording in the government's Honebuto Policy regarding fiscal consolidation or BoJ independence. Rather, they appear to stem from a broader sense of uncertainty over how far government spending could ultimately expand. Key Takeaways Meetings with US investors: We met with US institutional investors during a visit by Takeshi Yamaguchi to the United States ...