Japan Traders Bet End to Negative Rates Near

The video discusses the current economic narrative around Japanese equities, focusing on the Bank of Japan's (BOJ) policy changes and their implications. It highlights the BOJ's alertness to inflation risks and its preemptive measures to manage inflation expectations. The discussion also covers the BOJ's unscheduled bond buying as a signal to maintain economic stimulus and control long-term yields. Finally, the video explores the potential impact of US yields on the yen's future value, suggesting that the dollar-yen rate may stabilize around 140.

What are the potential risks associated with inflation in Japan according to the discussion?

In what way is the yen's future value expected to be influenced by US yields?