BofAML's Devalier Sees Solid Japan Export Growth

The video discusses Japan's export trends over the past 40 years, highlighting the impact of the 2011 tsunami and recent export growth driven by stabilization in China and the tech cycle. It examines the challenges faced by the Bank of Japan (BOJ) in managing the yield curve amidst fluctuating JGB yields and a strengthening yen. The BOJ's economic challenges are further explored, including GDP growth and inflation targets. Finally, the video analyzes the impact of US auto sales on Japanese exports, noting that while there is concern, the situation is not yet critical.

What trend has been observed in Japan's exports since the end of 2015?

What factors are believed to be helping Japan's export growth?

What concerns are there regarding the outlook for Japan's exports after the summer?

How has the yield curve in Japan changed recently, and what does it indicate?

What is the Bank of Japan's current stance on its yield curve control policy?

What challenges does the Bank of Japan face regarding negative interest rates?

How might the softness in US auto sales impact Japanese exports?