Rubicon's Brewer: Abenomics' Third Arrow Has Faltered

The video discusses Japan's economic challenges, focusing on the Abenomics project and the Bank of Japan's monetary policy. It highlights the need for a combination of fiscal and monetary measures to stimulate the economy. The discussion includes investment strategies to manage volatility and positioning in Japanese markets, emphasizing the importance of capital outflow and yield curve adjustments.

What is the significance of capital outflow in Japan's economic context as discussed in the text?

Evaluate responses using AI:

OFF

What trade does the speaker consider attractive in relation to inflation-linked JGBs?

Evaluate responses using AI:

OFF