Former Advisor to Japanese PM on BOJ Decision

The transcript discusses the implications of a Nikkei report on the Bank of Japan's (BOJ) potential actions regarding interest rates and inflation targets. It explores market reactions, speculations, and the importance of effective communication by the BOJ. The discussion includes scenario analysis and forecasts for inflation rates, highlighting the challenges faced by the new BOJ governor in maintaining clear communication with the market.

How might the market react to the BOJ's inflation forecasts for the coming years?

What implications could a rate hike have on the Japanese capital flows?

What are the potential risks associated with the current interest rate differential between the US and Japan?