BOJ Expectations, Asia Markets

9 snips

Mar 15, 2024

Guest

Willem Sels

Economist discusses disinflation dilemma, market reassessment of inflation, and potential rate cuts. Global economic performance, US investment climate, and analysis of liquidity and growth outlook. AI impact, China's outlook, and speculation on BOJ policy changes. Insights on inflation in Japan and Osage history.

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Episode notes

Introduction

00:00 • 2min

Market Recalibration and Policy Expectations

01:54 • 7min

Global Economic Performance and U.S. Investment Climate

08:35 • 2min

Analysis of Global Liquidity, Investment Opportunities, and Economic Growth Outlook

10:33 • 2min

Exploring AI Impact, Economic Outlook, and Bank of Japan Policy Changes

12:24 • 11min

Economic Insights and Osage History

23:33 • 2min