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ASR in the FT “Big Read” : How long can Japan’s central bank defy market forces?
Beth McCann
4th NOV. 2022
The FT’s Leo Lewis cites David Bowers, who notes that “Strong wage growth is seen as the ultimate ‘amulet’ against Japan slipping back into disinflation…”
“If [the talks] succeed, then it may be that the Bank of Japan — under Kuroda’s successor — can start to pivot away from its QQE narrative, with implications for the yen and for bond yields, not just in Japan but around the world.”
To read the full story in the FT, click HERE (FT subscription may be required)
ASR clients can read the latest from David Bowers on Japan: Why Japan Could Matter for Asset Allocators in 2023
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