BOJ Expectations, Asia Markets
Bloomberg Daybreak: Asia Edition
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Market Recalibration and Policy Expectations
The chapter delves into the market's reassessment of inflation and policy easing, examining signals from the swaps market and investors' changing rate cut expectations. It emphasizes the need to filter out noise in data for true insights into disinflationary trends. Predictions of a potential significant rate cut by the Fed in June and discussions on stagflation risks in the US economy add depth to the analysis.
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