Macro Sunday #37 - Inflation is BACK! - Guest: Freya Beamish
Macro Mondays
00:00
Monetary Policy and Economic Challenges in Japan
Discussion on Bank of Japan's policy goals, impact of negative interest rates on growth prospects, barriers to wage inflation, potential for productivity gains through underutilized workforce, and potential shift in policy sentiment. Analysis on Fed and Bank of Japan policy alignment, dynamics between interest differentials, supply and demand-led growth on inflation, and insights on inflation containment. Challenges in the Chinese economic cycle, difficulties in growing above 5%, debt deflation dynamics, liquidity growth, real estate sector struggle, and potential initiatives for China's wealth generation and structural outlook.
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