Ep. 151: Mikihiro Matsuoka on Japan Inflation, BoJ Outlook and Debt Problems 

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. Over the years he has been highly ranked in numerous surveys including the Institutional Investor survey. In this podcast we discuss: 

• How is Japan’s economic recovery going
• Will China re-opening boost Japan growth
  
• Current trends in Japan inflation 
• Why didn’t Japan inflation rise more sharply? 
• How strong are labour markets and wage growth? 
• Why did the BoJ adjust its YCC policy in December 2022 
• What will new governor Ueda’s stance be? 
• Outlook on BoJ actions 
• Comparison between Prime Minister Kishida and Abe 
• Will Japan debt markets blow up? 
• Outlook on yen, JGBs and equities 
• View on the US economy 
• Book mentioned: The Living Record: Shakespeare, Succession, and the Sonnets (Whitmore) 

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

Read the full transcript here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(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.)