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