Exante's Nordvig: September 'Very Much Live' for Fed

The transcript discusses the potential for a September meeting on economic policy, focusing on data such as jobs and retail sales. It highlights the Bank of Japan's upcoming meeting, with attention on yen volatility and the concept of helicopter money. The impact of monetary and fiscal stimulus on the yen is explored, along with expectations for the BOJ meeting and its potential outcomes.

What are the near-term risks to the economy mentioned in the text?

What data is expected to influence Janet Yellen's decision in August?

Why is the upcoming meeting of the Bank of Japan considered significant?

What is the concept of 'helicopter money' and how is it perceived in the context of the Bank of Japan?

How might fiscal stimulus and monetary stimulus interact according to the discussion?