BofAML's Yamada Sees Japan Inflation Rise in 2018

The video discusses the expected retail sales and industrial output for November, with insights from Shusuke Yamada of Merrill Lynch. The Japanese economy has been driven by export strength, but signs of recovery in domestic demand are emerging. The key question is whether this will lead to the desired inflation. The discussion highlights the importance of consumer spending and wage negotiations in driving future economic growth.

What challenges does Japan face in achieving inflation targets?

What is the significance of the spring wage negotiation for the Japanese economy?