69 min listen
BoJ Sends a Message to the Markets
BoJ Sends a Message to the Markets
ratings:
Length:
40 minutes
Released:
Jan 18, 2023
Format:
Podcast episode
Description
U.S. equities gave back this week’s gains as investors try to parse producer-side deflation, the probability of recession, and the Bank of Japan’s decision to leave its yield curve control policy unchanged. The BoJ on Wednesday maintained its ultra-low interest rates, which sent the yen lower and led to interesting action in Japanese government bonds. Global markets contributor Weston Nakamura joins Andreas Steno Larsen to discuss what this BoJ news means from various asset classes, how the action is trickling into U.S. markets, and key takeaways from this morning’s PPI release.
Plus, we’ll hear from Ruchir Sharma, founder and CIO of Breakout Capital, on why he is a little confused about where Japan sits in his EM portfolio. You can check out that entire interview right here: https://rvtv.io/3ZJ8YEX
Check out Weston’s Twitter Spaces on the BOJ Here: twitter.com/i/spaces/1BdGYyNpYAyGX
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Plus, we’ll hear from Ruchir Sharma, founder and CIO of Breakout Capital, on why he is a little confused about where Japan sits in his EM portfolio. You can check out that entire interview right here: https://rvtv.io/3ZJ8YEX
Check out Weston’s Twitter Spaces on the BOJ Here: twitter.com/i/spaces/1BdGYyNpYAyGX
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Released:
Jan 18, 2023
Format:
Podcast episode
Titles in the series (100)
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