BOJ Still Far From A Shift In Policy Regime, But The Triggers For A Change Are Now Clearer

By Nouriel Roubini 

8 November 2018

In this report we discuss:

1. the state of the Japanese economy;
2. what we expect the BOJ to decide and announce in coming months;
3. what are the conditions for a shift in a policy regime;
4. what options are available to implement such a shift; and
5. the market implications of all the above.

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Download PDF: BOJ Report – November 2018