James Malcolm discusses the potential shift in the Bank of Japan's (BoJ) stance due to material event risk for the July meeting. He suggests a premium on Yen assets and close monitoring of domestic data. Malcolm also mentions selling a financial product related to Yen assets. The correspondence includes an analysis of recent BoJ reports indicating nervousness about missing inflation targets and the potential need for additional easing.
documents/vol00010-efta01457359-pdf.pdf
{"key_people":["James Malcolm","Mr Kuroda"],"document_type":"correspondence","key_locations":["Japan"],"key_organizations":["Bank of Japan"]}