Julius Baer's Matthews: PBOC Cut Not Enough

The video discusses global and China-specific economic risks, highlighting China's economic challenges, including weak exports and property sector issues. It suggests potential solutions like creating a bad bank. The discussion shifts to investment strategies, noting a move away from China towards other Asian markets like Japan and India. Japan's economic growth and currency risks are analyzed, with a focus on the yen and monetary policy. Finally, the video covers US Federal Reserve rate cut predictions and their implications for investment strategies.

What does the record high deflator in Japan indicate about its monetary policy?

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What is the expected impact of the Fed's potential rate cuts on investment strategies?

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How does the current inflation trend affect the outlook for the Fed's monetary policy?

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