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China Tries Again

NAB Morning Call

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Unexpected Rebound in Exports and Governor Ueda's Hints at Policy Changes

Discussion on the unexpected rebound in exports, falling imports, and the resulting trade surplus. Analysis of the recent Bank of Japan meeting, Governor Ueda's statements, and the potential for multiple interest rate hikes. Also, highlighting the significance of higher wages growth and improved inflation outlook in determining the timing of these moves, along with the impact of significant movement in 10-year JGB yields on the dollar yen exchange rate.

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