State Street's Evans Sees Pick up in Prices in Japan

The video discusses the expected inflation boost in Japan, highlighting retailers' ability to increase prices and the potential impact on BOJ targets. It explores global growth trends, noting a coordinated pickup in growth and inflation, with better numbers from the eurozone. The correlation between yen strength and Japanese equities is examined, considering the impact of currency stability on valuation and earnings stories.

Discuss the correlation between currency strength and equity markets as mentioned in the text.

What factors contribute to the positive outlook for Japanese equities according to the speaker?