Macro Hive Conversations With Bilal Hafeez cover image

Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism

Macro Hive Conversations With Bilal Hafeez

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The Best Investment Advice You've Ever Received From Anyone?

The short term japanese interest rates. O b j policy rates very important. Ten year yeals are very important. S o, influencing j g bls, the bank of japan's holding of j g bs and then corp inflation japan. And so if, essentially, if they don't tighten policy, you could start to see this upward pressure on j g b yils kenet. But over the past many years, i think that taking the equity voratity risk is more than worse tan taking the currency proation risk.

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