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Minimalist Editorial Visuals — Tariffs × BOJ (2025)

Tariffs × BOJ — Minimalist Editorial Visuals (2025)

Clean, style-consistent, and data-ready. Export SVG/PNG, add brief callouts, keep whitespace.

Global Style (apply to all)

  • Look: minimalist editorial; muted yet high-contrast; ample white space.
  • Fonts: labels in geometric sans (Inter); titles in humanist sans (Source Sans).
  • Palette: neutrals for baselines; single accent for Japan (optional ¥ watermark).
  • Annotations: short, journalistic callouts (6–12 words).
  • Export: SVG + PNG @2×; include data source footers.

1) Timeline — Tariff Announcements vs. BOJ Meetings & Tankan

Two-track wide timeline. Mark Oct 1 Tankan. Tariff markers use accent & icons; BOJ are neutral dots with tiny hike/hold glyphs.
¥
Tariffs BOJ Meeting Tankan (Oct 1)
Annotations: add brief time-gap brackets between tariff dates and nearest BOJ meeting. Sources: Reuters/WTO (tariffs); BOJ calendar; Tankan date (BOJ).

2) Heat Map — Tankan Diffusion Indexes (8 quarters)

Rows: Large Manufacturers, Large Non-Manufacturers. Columns: last 8 quarters. Diverging scale; flags on quarters containing tariff headlines.
Group Q1Q2Q3Q4 Q5Q6Q7Q8
Large Manufacturers
Large Non-Manufacturers
Negative (DI < 0) Neutral (~0) Positive (DI > 0)
Data: BOJ Tankan. Flags mark quarters with major tariff headlines. Accessibility: include DI ticks at −20, 0, +20.

3) Flow Chart — Tariff Transmission → Japan

Tariffs → Demand → Cost → Expectations → Policy response (BOJ). Minimal icons and 1-line evidence tags.
Tariffs exogenous shocks Demand channel exports / orders Cost channel inputs / PPIs Expectations Tankan, prices, wages BOJ response WTO: trade volumes & demand IMF: pass-through to import prices Tankan: DI & price/wage expectations BOJ: rate path / YCC / liquidity ops Amplifiers: FX depreciation; supply bottlenecks Dampeners: inventories; fiscal offsets
Sources: WTO notes on timing; IMF on elasticities. Icons: container, cog, clipboard, central bank (minimal).

4) Policy Rate vs. Economists’ Year-End Expectations

Left: BOJ policy rate since 2023 (meeting dots). Right: Reuters poll median & band or distribution.
BOJ Policy Rate (since 2023)%
Year-End Expectations — Reuters Poll%
Footers: Rates: TradingEconomics/BOJ; Polls: Reuters polls Callouts: mark poll inflections following tariff headlines.

5) Scenario Table — Oct/Dec Hike vs. Hold (Implications)

3×4 matrix. Use arrows and ≤18-word rationales. Confidence: 1–3 dots.
Scenario JGBs (2Y/5Y/10Y) Banks (NIM / Valuation) USD/JPY
Oct Hike ↑ 2Y–5Y lead; 10Y capped by YCC talk. ●● ↑ NIM improves; valuation rerates cautiously. ●●● ↓ knee-jerk JPY firm; 1–3m mildly stronger. ●●
Dec Hike → curve bear-flattens into year-end. ●● → steady NIM; upside deferred. ●● → range; bias stronger post-decision. ●●
Hold through 2025 ↓ front-end rallies; term premia compress. ● ↓ NIM pressure; valuation mixed. ●● ↑ JPY softer near-term; risk skew weaker. ●●
Risks: global growth surprise, energy price spike, fiscal supply.
Data & Sources (for all): BOJ calendars & Tankan; Reuters/WTO tariff events; BOJ/TradingEconomics policy rate; Reuters polls; WTO/IMF tariff impacts. Format: consistent labeling; ISO dates (YYYY-MM-DD); colorblind-safe diverging scale for heat map.

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