Is Japan in Recovery Mode?

Japan has some vulnerabilities in terms of net government debt, which is second to side highest. But they still have quite substantial financial buffers along with other high income countries. Inflation is transitory in Japan, mainly driven by food energy and a weak gain. And so the inflation picture will start to sort of turn lower. So probably go head down towards 1%. You think the bank is Japan's unlikely to do anything after the surprise YCC in December,. That's enough for them. Do you have a view on Japanese markets? So Japanese equities, the Japanese yen, JGBs, any kind of outlooks onJapanese markets? On the yen, it depends on both US factors and