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Takaichi Moves to Replace Japan’s Annual Fiscal Target With Multi-Year Rule

She will direct work in January on a replacement framework to underpin a planned stimulus.

Japan's Prime Minister Sanae Takaichi speaks during the 28th ASEAN-Japan Summit, as part of the 47th ASEAN Summit and Related Summits in Kuala Lumpur, Malaysia October 26, 2025. REUTERS/Chalinee Thirasupa/Pool

Overview

  • Prime Minister Sanae Takaichi told parliament the government will gauge the primary balance over several years rather than rely on an annual metric.
  • She said the current goal will not be scrapped immediately and she will instruct the cabinet in January to craft a new multi-year target.
  • The shift comes as her administration prepares a spending package to ease living costs and channel investment into growth areas and defence.
  • Takaichi said a cut to the sales tax remains an option for future consideration.
  • Analysts warn the move tests fiscal credibility with debt near twice GDP and could complicate Bank of Japan rate decisions, with the next policy meeting on Dec. 18–19 and some expecting no hike.