Taro Kimura

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.

Taro Kimura, a former Bank of Japan veteran and Senior Japan Economist, joins Takeshi Kitaura, a Senior Industrials Analyst at Bloomberg Intelligence. They discuss Japan's recent economic transformations, including inflation's effects on investments and corporate governance reforms. The conversation highlights the implications of rising wages and interest rates, the role of technology and defense spending, and the importance of women in leadership. They also tackle challenges Japan faces as it attempts to sustain its economic revival.

Bloomberg Daybreak: Asia Edition features Dana Hull on Tesla's AGM, discussing Musk's compensation and potential HQ move. Willem Sels talks about a new stock exchange in Dallas and growth concerns. Taro Kimura analyzes rate cuts, equity strategy shifts, and the Bank of Japan's potential policy changes.