BoJ Sends a Message to the Markets

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 18 January 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S. equities gave back this week’s gains as investors try to parse producer-side deflation, the probability of recession, and the Bank of Japan’s decision to leave its yield curve control policy unchanged. The BoJ on Wednesday maintained its ultra-low interest rates, which sent the yen lower and led to interesting action in Japanese government bonds. Global markets contributor Weston Nakamura joins Andreas Steno Larsen to discuss what this BoJ news means from various asset classes, how the action is trickling into U.S. markets, and key takeaways from this morning’s PPI release. Plus, we’ll hear from Ruchir Sharma, founder and CIO of Breakout Capital, on why he is a little confused about where Japan sits in his EM portfolio. You can check out that entire interview right here: https://rvtv.io/3ZJ8YEX Check out Weston’s Twitter Spaces on the BOJ Here: twitter.com/i/spaces/1BdGYyNpYAyGX Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode is brought to you by London Business School.
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1:01.0	Are you paying close enough attention to what's going on in Japan?
1:06.0	That's the question of the day in the ReelVision daily briefing.
1:10.0	We are sending to you live Wednesday the 18th of January on the back of
1:16.0	turbulence in Japanese markets after the meeting in Bank of Japan.
1:21.0	Earlier this morning, US time and therefore I've invited my colleagues
1:27.0	with boots on the ground in Tokyo, Western Nakamura.
1:31.0	It's good to see you, Weston. Let's talk Japan.
1:34.0	Good to see you too. I'm not wearing boots and wearing sandals, but yeah.
	...

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