47:23

Pro MacroInsider Talks

Will the Bank of Japan Break the Market? (Inside the Episode)

Featuring Roger Hirst

Jun 22, 2022 • 47 minutes

72

2

Pro Macro

Insider Talks

Will the Bank of Japan Break the Market? (Inside the Episode)

Roger breaks down the recent Insider Talks between Julian Brigden and Michael Taylor.

Featuring Roger Hirst

Jun 22, 2022 • 47 minutes

The BoJ doubled down on bond buying in order to maintain its cap on 10 Year yields. The Yen should fall further, but this might force Chinese policy makers to allow their currency to depreciate in order to stay competitive. If, however, the commitment of the BoJ waivers, then a rise in Japanese yields will push global yields higher, and USDJPY could gap lower. The ECB is also contemplating tighter policy, whilst grappling with the need to cap Italian yields. And all this is happening to a backdrop where commodities and consumers are showing signs that demand destruction is now starting to take hold. Show More

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

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