BOJ Faces 'Tricky' Policy Decision, Deutsche Bank's Goel Says

The video discusses the Bank of Japan's (BOJ) decision to maintain its current monetary policy, despite concerns about negative spillover effects from persistent easing. It explores potential policy tweaks and the challenges of communicating these changes. The discussion also covers the implications for Japanese investments and currency, considering the rising hedging costs and potential for repatriation of funds. The BOJ's communication strategy is compared to the European Central Bank's approach, highlighting the complexity of signaling policy shifts while maintaining market stability.

What are the potential concerns the Bank of Japan has regarding its current monetary policy?

How does the Bank of Japan plan to communicate its assessment of inflation?

What challenges does the Bank of Japan face in signaling a change in its easing policy?

What implications could arise from the Bank of Japan's potential shift towards lesser easing?

In what ways might the currency be affected by the Bank of Japan's monetary policy decisions?