Why the Markets Were Jolted by the BOJ's Inaction

The video discusses the Bank of Japan's (BOJ) communication and its impact on market expectations, particularly regarding stimulus and negative rates. It analyzes the market's reaction, focusing on investment strategies related to the yen and the futures and options markets. The discussion then shifts to the Japanese economy, highlighting deflation concerns and the impact on inflation swaps and bond yields. Finally, the video evaluates the outlook for Japanese equities, noting the challenges posed by a strong yen and lack of GDP growth.

What is the current sentiment towards Japanese equities as mentioned in the text?

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What was the impact of the strong yen on Japanese equities according to the text?

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