BOJ Watch: What Are Markets Expecting?

The transcript discusses the Bank of Japan's (BOJ) monetary policy, focusing on negative interest rates and the challenges faced by the Japanese economy. It highlights the confusion among analysts regarding BOJ's next steps and the structural issues within Japan's governance. The discussion also covers the BOJ's comprehensive policy review and potential future strategies, such as perpetual bonds and helicopter money, while emphasizing the need for structural transitions over short-term solutions.

In what ways could the governance changes affect Japan's economic competitiveness?

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What are the potential effects of the strength of the yen on Japan's market?

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