Goldman Sachs The Markets

What the BoJ’s latest move means for global yields

5 snips
Nov 3, 2023
Discussion on major decisions by central banks, the impact of Japan's negative yield posture on global bond yields, analyzing the impact of rebalancing on inflation, and analysis of recent corporate earnings and outlook.
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Episode notes
1
Introduction
00:00 • 2min
2
Impact of Japan's Negative Yield Posture on Global Bond Yields and Update on US Labor Market
01:44 • 3min
3
Analyzing the Impact of Rebalancing on Inflation and Drivers of Inflation
04:25 • 2min
4
Analysis of Recent Corporate Earnings and Outlook
06:31 • 3min