Tankan Survey Shows 4Q Optimism in Japan

The video discusses the bullish report on Japan's economy, highlighting its longest growth period in over two decades. Despite a slight downward revision in CapEx forecasts, the sentiment remains positive. The video also explores potential implications for BOJ policy, focusing on the reversal rate theory, which suggests prolonged monetary stimulus could harm bank profitability. Economists anticipate a shift in BOJ policy towards higher yield targets in the latter half of next year.

How were the CapEx forecasts adjusted in the December report?

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What implications might the report have for the BOJ's upcoming board meeting?

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