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Keeping it Simple on the Road | Ep.7: Chasing the Curve

Keeping it Simple with Simplify Asset Management

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The Dollar Yen and Inflation in Japan

I tend to think that... I mean, this is my optimistic view on Japan is that they have finally entered a new inflationary cycle. We've been in this cycle of 0% inflation where workers are okay, not getting a wage increase. So you're seeing the government kind of embrace wage prices. And so I believe that that is actually a positive thing for Japanese inflation. Question is we're still trying to understand how this BOG administration is going to react to that.

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