
Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems
Macro Hive Conversations With Bilal Hafeez
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The Core CPM Question
We think that overall inflation is likely to come down to the tune of about 1%, or around 1.5% towards the end of this year, and stay there. So in either metric, 2% seems to be either the north or one off. The reported co-inflation numbers, it's often X fresh food and energy, rather than X food and energy,. unlike the western economies.
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