CLSA's Wood Says Japan's Inflation Target Should Be 1%

The video discusses Japan's economic situation, highlighting that it is not as dire as perceived. It covers the deflation issue, demographic challenges, and the impact of Abenomics. The critique of the Bank of Japan's monetary policy is presented, noting its counterproductive effects. The video also analyzes the impact of Donald Trump's election on global markets, focusing on potential tax reforms and their implications.

How has the Japanese labor market changed since 1991?

How does the current monetary policy of the Bank of Japan affect the economy?

What are the main factors contributing to Japan's low trend growth rate?

What impact did Abenomics have on Japan's real estate and stock markets?

Discuss the effects of negative interest rates on Japanese consumer psychology.

What are the implications of the proposed border tax adjustment by the Trump administration?

What are the potential outcomes if the Trump administration supports the border tax proposal?