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15 July 2022 Asia | Monetary Policy & Inflation | Politics & Geopolitics

Ep. 121: Mikihiro Matsuoka on Bank of Japan policy, Japanisation of Economies, and the Demise of Capitalism

Bilal Hafeez

By Bilal Hafeez
2 min read

Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 years. He is known to be one of the leading Japan economists with unique insights on structural issues. He has been highly ranked in numerous surveys, including the Institutional Investor survey, over the years.

On this podcast we discussed:

Former Prime Minister Abe’s legacy in Japan
The long-term impact of COVID on the global economy
The demise of capitalism
Why nominal GDP targeting is better than inflation targeting
Measuring financial stress and why it is rising
Which other countries are ‘Japanising’
The current state of Japanese growth
How high Japanese can inflation go
Whether the BoJ will exit yield curve control (YCC)
Whether a weak yen is a problem for Japan
What drives Japanese bond yields.
Books that influenced Matsuoka-San: The Structure of Scientific Revolutions (Kuhn)

You can find a link to Matsuoka-San’s presentation here.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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