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Jan 17, 2019

A Stronger Yen May Cause Some Discomfort

By Alex Waters

17 January 2019

In this paper we discuss:

  • recent developments in the Japanese economy;
  • what we expect the BoJ to discuss at its January 2019 policy meeting;
  • how we expect the growth and inflation forecasts to be updated by the BoJ; and
  • the market implications of the above.

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