Evidentia's Schoenmaker on Global Markets

The video discusses the current market psychology, focusing on inflation expectations and the labor market's tightness. It examines the impact of the Bank of Japan's policy changes on global markets, particularly the US dollar and Japanese yen. The role of the yen in investment dynamics and geopolitical risks is highlighted. The video also analyzes consumer confidence and spending trends, noting the influence of monetary policy and COVID savings on consumer behavior.

In what ways could the Japanese yen's performance affect foreign investments?

What are the expectations for consumer spending in the US next year?