Japan: The Great Global Macro Driver with Taka Kato
Market Depth
The Nature of Yield Curve Control
Inflation seems to be leveling off in Japan, and potentially globally as well for the time being. You don't have J.J.B. yields trading above yield curve control bands necessarily. So there's no real market pressure. The get in line with the rest of the world thing is a very stupid argument because Japan has never been in line with other countries' monetary policy. Now would be the time to shock markets if they're going to do it that way. But when we at least expect a lot this year or early next year would probably be too soon.
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