Natixis' Herrero Says Election Will Be Tough for Abe

The video discusses the political and economic landscape in Japan, focusing on the debate between the new opposition leader and incumbent Shinzo Abe. It critiques Abenomics, highlighting the lack of structural reforms and low productivity as barriers to sustainable growth. The discussion also covers the cyclical nature of Japan's economic growth and the influence of global economic policies, particularly those of the Fed, DOJ, and PBOC, on Japan's economy.

What challenges does Shinzo Abe face regarding Abenomics and its effectiveness?

How does the speaker characterize the current state of labor productivity in Japan?

What reforms does the speaker believe are necessary for sustainable growth in Japan?

What are the implications of the cyclical upturn mentioned in the text?

In what ways does the Fed's policy impact Japan's economic situation?