UBS' Zuercher: Japan Core Inflation at .5% in 2017

The video discusses the impact of oil prices on global inflation, particularly in Japan, and predicts a rise in core inflation. It analyzes the undervaluation of the Japanese yen and potential policy changes by the Bank of Japan. The discussion shifts to the US dollar, highlighting its recent strength and potential weakening, and examines the effects of US corporate earnings repatriation on the dollar's value.

Discuss the valuation of the Japanese yen compared to the US dollar.

What are the implications of Mr. Trump's policy on repatriation of earnings for the US dollar?