Economics

Japan's Government Is Undermining its Own Efforts to Boost Inflation

  • Many prices are government-linked and very slow to rise
  • Energy is an inflation wildcard that keeps hurting the BOJ

Mount Fuji stands beyond the buildings of Tokyo, Japan.

Photographer: Akio Kon/Bloomberg
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The basket of goods and services that make up the Bank of Japan’s core inflation gauge is chock-full of items that it has little chance of influencing, undermining the effectiveness of monetary policy as debate rages over the BOJ’s 2 percent price target.

Japan relies heavily on imports for its energy requirements, leaving it highly exposed to swings in oil prices, which are a key driver of its core consumer price index.