Japan – three scenarios for the JPY

Chapters:

0:00 - Introduction: Tariff Threats and Japan's Economic Headlines

0:32 - Trump's Tariff Risks and Impacts on Japan

0:57 - BOJ Rate Hikes, Forecasts, and Economic Shifts

1:57 - Banking Sector Recovery and Credit Availability

3:03 - Labor Market Evolution: From Lifetime Employment to Flexibility

7:09 - International Trade: Rise of China and Terms of Trade Shocks

9:25 - Inflation and Deflation Trends in Japan

11:44 - BOJ Policies Under Kuroda and Abe

13:20 - Post-COVID Context: Yen Weakening and Global Influences

15:39 - Recent Inflation: Imported vs. Domestic Pressures

18:17 - Transition to Wage-Driven Inflation: Labor Tightness and Surveys

22:22 - Strength in Non-Manufacturing and Services Sector

25:11 - Recent Shocks: Goods Inflation and Rice Price Surge

27:30 - Economic Scenarios: Tariffs, Consumer Confidence, and BOJ Outlook

30:24 - Exchange Rate Implications and Yen Paths

34:19 - Summary and Final Thoughts on Japan's Future