Bank of Japan Yield-Curve Policy, US Inflation: 3-Minute MLIV

The video discusses the yen's strength and potential changes in Japanese monetary policy, focusing on Plan A and Plan B scenarios. It highlights the role of the new Bank of Japan governor and the impact of inflation pressures. The CPI report is analyzed, emphasizing its significance for markets and Jerome Powell. Market expectations for core inflation and potential reactions are explored, with insights from JP Morgan on possible outcomes.

Discuss the potential risks associated with the assumptions about yield curve control and its impact on the Japanese economy.

What are the expected reactions in the market if the core inflation rate exceeds 0.5% month on month?