Listen Top Shows Blog

Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

Update: 2024-08-22

Share

Description

A weak US jobs report reignited concerns about a US recession, and a surprisingly large Bank of Japan rate hike causes a rapid unwind of the yen carry trade. Together, these sent shockwaves through financial markets. Paul Diggle and Luke Bartholomew speak to James McCann and Sree Kochugovindan about whether “this time is different” for US recession indicators, what the resignation of Prime Minister Kishida means for the Bank of Japan, and the outlook for US and Japanese monetary policy.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

How painful will the UK Budget be?

How painful will the UK Budget be?

2024-09-0525:37

Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

2024-08-2233:11

How do macro themes drive equity markets?

How do macro themes drive equity markets?

2024-07-2328:50

Is the UK now an island of political stability?

Is the UK now an island of political stability?

2024-07-1028:00

Is France now a member of the Euro periphery?

Is France now a member of the Euro periphery?

2024-06-2733:04

Why are Chinese electric vehicles disrupting the global economy?

Why are Chinese electric vehicles disrupting the global economy?

2024-06-1331:07

What would a Labour government mean for the UK economy?

What would a Labour government mean for the UK economy?

2024-05-3130:09

America’s dollar, the world’s problem?

America’s dollar, the world’s problem?

2024-05-1724:13

Is globalisation going into reverse, or just changing?

Is globalisation going into reverse, or just changing?

2024-05-0233:29

How should investors navigate economic and political uncertainty?

How should investors navigate economic and political uncertainty?

2024-04-1825:46

Will the Bank of Japan hike interest rates again before the Federal Reserve cuts?

Will the Bank of Japan hike interest rates again before the Federal Reserve cuts?

2024-04-0934:46

Are we in a more volatile world for inflation?

Are we in a more volatile world for inflation?

2024-03-2124:26

Will China hit its new growth target?

Will China hit its new growth target?

2024-03-0727:23

Will the last mile of inflation be the hardest?

Will the last mile of inflation be the hardest?

2024-02-2233:24

What's been holding the German economy back?

What's been holding the German economy back?

2024-02-0923:47

What’s at stake in 2024’s many elections?

What’s at stake in 2024’s many elections?

2024-01-2622:28

Is India the next Asian tiger?

Is India the next Asian tiger?

2024-01-1128:01

Macro questions for 2024

Macro questions for 2024

2023-12-1422:40

Is Japan leaving behind the lost decades?

Is Japan leaving behind the lost decades?

2023-11-2924:44

How could conflict in the Middle East affect the global economy?

How could conflict in the Middle East affect the global economy?

2023-11-1326:34

00:00

00:00

x

Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

Is the Fed behind the curve? Is the Bank of Japan dangerously ahead of the curve?

abrdn