The Bank of Japan recently concluded its July policy meeting. It also released median figures for growth and inflation in the quarterly economic outlook report. Although somewhat a non-event, those forecasts as well as upcoming BoJ rinban and USD funds-supplying operations have clear implications for financial markets that investors need to understand.
In this episode, Takahiro Sekido, Chief Japan Strategist of Global Markets Research, MUFG Bank Tokyo discusses the July BoJ Monetary Policy Board Meeting as well as upcoming triggers for the JGB market. He also updates his view on the Yen, JPY rates, and JPY cross-currency basis.
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