Biz Insight Hub IQ – Global Business Economy Analysis

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	Q1	Q2	Q3	Q4	Q5	Q6	Q7	Q8
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.

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.