Ueda Would Steer Japan Into More Pragmatic Future: Monex's Koll

The transcript discusses the market's speculation on the Bank of Japan's future direction, focusing on whether the new leadership will be hawkish or dovish. It covers economic fundamentals, including inflation and bond yield predictions, and examines the domestic lending market. The conversation also touches on leadership speculation and its impact on risk assets, as well as foreign exchange and interest rate implications.

What concerns does the speaker raise about the domestic lending market in Japan?

What is the speaker's perspective on the relationship between short-term interest rates and risk assets?