Macro Hive Conversations With Bilal Hafeez Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems
Feb 17, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Will China's Reopening of the Economy Help Japan?
01:37 • 3min
Q4 GDP in Japan
04:29 • 2min
CPI - Decline in CPI
06:57 • 2min
The Core CPM Question
08:34 • 2min
What's Happening in Japan?
11:03 • 2min
Nominal Aggregate Wages, That's the Total Wage
12:35 • 2min
Do You Think the Central Bank Can Influence Wages?
14:28 • 3min
Is the Bank of Japan in a Good Situation?
17:24 • 2min
Is There a Government Position on the YCC?
19:23 • 2min
Is Ueda Dovish or Cautious?
21:47 • 2min
Is There a Multi-Policy Normalization?
24:10 • 2min
No Action, No Adjustments to YCC?
25:45 • 2min
Corota's Main Legacy for the Bank of Japan
28:14 • 3min
Is There a Difference Between Abe and Kushida?
30:48 • 2min
Japan and the Rest of the World Are Moving in the Opposite Direction in Fiscal Policy
32:43 • 3min
Is Japan in Recovery Mode?
35:26 • 5min
What's Your Take on the US Economy and the Fed?
40:19 • 2min
Are You a Big Fan of Shakespeare?
42:39 • 2min
Is There Any Easy Way for People to Follow You?
44:26 • 2min