Saxo Capital Markets' Chanana on Global Markets

The video discusses the current state of inflation, highlighting the volatility and the impact of updated methodologies on inflation numbers. It examines the Fed's reaction to recent data, focusing on the challenges of determining a neutral rate and the implications for future interest rates. The discussion also covers the economic situation in Japan, including the appointment of a new Bank of Japan governor and its potential effects on Japanese assets.

What concerns are raised regarding the disinflation narrative mentioned in the text?

How does the updated methodology affect inflation prints according to the discussion?

What are the implications of the January jobs report on inflationary pressures?

What is the significance of the terminal rate forecast in relation to inflation?

How might the appointment of the new Bank of Japan governor influence Japanese assets?