BofAML Says Japan's Export Boost to Fade in 2018

The video discusses Japan's GDP growth, with economists expecting 2.9% annualized growth. However, Izumida Valeo from Bank of America Merrill Lynch suggests this is too optimistic, citing a likely downward revision in CapEx and a reliance on exports and consumption boosts. The discussion also covers the potential fading of export boosts due to China's slowdown and the Bank of Japan's stance on inflation, emphasizing the need for continued efforts to raise inflation and wage growth.

What is the expected annualized growth rate for Japan according to Bloomberg?

• 3.5%

• 4.0%

• 2.9%

• 1.5%

What factor is primarily sustaining Japan's growth according to Izumida Valeo?

• Domestic consumption

• Government spending

• Export growth

• Technological innovation

What external factor is expected to impact Japan's export growth?

• Middle East conflicts

• Slowdown in China

• European market trends

• US economic policies

What is the Bank of Japan's stance on additional monetary easing?

• They are expected to maintain current policies

• They plan to increase easing measures

• They will reduce easing measures

• They have no clear stance

What is the BOJ waiting for to help raise inflation?

• Increased government spending

• Labor market tightness leading to wage growth

• Technological advancements

• Higher consumer spending