Macquarie's Shvets Says Not Much BOJ Can Do

The video discusses market expectations, focusing on the ECB's potential actions and their impact on exchange rates. It highlights the BOJ's neutral stance due to limited options and examines inflation trends in emerging markets. The discussion also covers China's economic influence, suggesting a disinflationary trend in the coming months.

What are the expectations regarding the ECB's actions this week?

What challenges does the speaker identify regarding igniting growth and inflation?

How does the speaker perceive the current state of inflation in New Zealand?

What is the speaker's view on China's potential to stimulate economic growth?

What factors does the speaker believe will influence inflationary outcomes in the coming months?