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Bloomberg Daybreak: Asia Edition
Bank of Japan, Asia Markets
Mar 12, 2024
Bank of Japan's upcoming rate decision and market pricing, APAC market outlooks, yen vs US dollar discussion, potential BOJ policy shift towards reducing stimulus, China's fiscal and monetary policies alignment, recent inflation data analysis in China, economic challenges in China and Japan, market bias towards rate cuts and US inflation data impact on the dollar.
24:52
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Quick takeaways
- Bank of Japan's possible shift to reduce stimulus indicated by refraining from buying stocks during sell-off, with economists divided on timing of rate increase.
- Positive GDP growth, wage increases, and economic indicators support potential BOJ rate hike in March, adding to speculation about policy change.
Deep dives
Bank of Japan's Potential Policy Changes
The Bank of Japan's recent stock market behavior, refraining from buying stocks during a sell-off, indicates a possible policy shift towards reducing stimulus. Economists are divided on the timing, with 54% expecting a rate increase in April and 38% suggesting a move as soon as March. The possibility of the BOJ becoming net sellers of ETFs adds to the speculation, especially after positive economic indicators and wage growth data.
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