Fujitsu's Schulz on BOJ YCC Decision

The transcript discusses the Bank of Japan's policy changes under Governor Kuroda, focusing on inflation, exchange rates, and economic challenges. It critiques Abenomics, highlights the need for structural reforms, and examines the impact of policy testing on markets. The discussion also covers government spending, public debt, and the economic outlook, including wage negotiations and productivity concerns.

What are the two perspectives regarding the exit from the current policy regime in Japan?

Why does the Bank of Japan need to change its policy regime?

How has the Japanese yen's exchange rate affected the economy?

What are the implications of the government wanting to increase military spending?

What does the future hold for Japan's economic policy under a new governor?

What challenges does the Bank of Japan face with the current liquidity in the market?

What factors are influencing wage negotiations in Japan?