Speakers:
The Bank of Japan looks set to raise rates at its June meeting in the face of an acute, energy-imposed shift in the country’s inflation dynamics, but how much further could the BOJ go to tighten policy, and what would that mean for financial market returns?
Our Japan and Markets economists held a special online briefing after the meeting and answered your questions on the macro and market outlook for Japan. Topics included:
- What the latest data signal about how Japan’s economy is responding to higher energy prices;
- How quickly the BOJ could lift rates towards neutral, and the risks that it tightens beyond that level;
- How changing inflation and policy dynamics are affecting the outlook for JGBs.
Start date:
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