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Asia Drop-In: BOJ Special – Governor Ueda’s debut and the future of YCC

As the new Bank of Japan Governor prepares to chair his first policy meeting, the future of the Yield Curve Control policy is again in focus. Will Kazuo Ueda bring continuity or change?

Marcel Thieliant, who leads our Japan coverage, Japan Economist Darren Tay and Jonas Goltermann, our Deputy Chief Markets Economist, held a special online shortly after the release of the BOJ’s April decision. During this 20-minute session, the team discussed:

  • YCC – The market implications of scrapping the policy or staying the course;
  • Why we think the consensus is too bullish on Japan’s economic outlook;
  • Whether the recent weakening of the yen has further to run.
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