Ep. 195: Bilal Hafeez on 2023 Surprises, Getting AI Right, and Best TV of 2023
Macro Hive Conversations With Bilal Hafeez
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Recent Changes in the Bank of Japan and Its Impact on Global Markets
This chapter analyzes the recent changes in the Bank of Japan (BOJ) and how it is affecting global markets. It explores the BOJ's tightening process, currency weakness of the yen, and its relationship with US bond yields and the Fed's pivot.
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