Taro Kimura

Taro Kimura, Japan's senior economist at Bloomberg Economics and former Bank of Japan staffer, shares insightful analysis on Japan's current economic landscape. He discusses the resurgence of inflation at nearly 3%, driven by food prices and the 2022 oil shock. Kimura explains how Prime Minister Sanae Takaichi's pro-growth policies might complicate the Bank of Japan's ability to manage inflation. He also touches on Takaichi’s controversial remarks about Taiwan and their geopolitical implications, all while examining the challenges and opportunities within Japan's fiscal strategy.

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.