Macro Hive Conversations With Bilal Hafeez cover image

Ep. 330: Paul Cavey on US-China Trade War, Japan Politics and Taiwan Imbalances

Macro Hive Conversations With Bilal Hafeez

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Will the BOJ raise rates despite political noise?

Bilal asks about BOJ hikes; Paul argues macro indicators support tightening and markets may need to reprice hikes unless politics derail action.

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