ANZ's Yetsenga on Inflation, Eco Weekahead

The video discusses global inflation, highlighting capacity pressures and CPI data from Japan and China. It examines Asia's slower economic recovery compared to the US, due to different fiscal and monetary responses. Central banks face challenges in managing inflation, with the Fed and others needing immediate action. The RBA's cautious approach contrasts with market expectations, while the PBOC and BOJ follow different strategies, focusing on structural issues and patient policy adjustments.

What are the key issues that policymakers will have to discuss this week in Asia?

Why hasn't demand rebounded as strongly across Asia compared to the US?

What role did the policy response in 2020 and 2021 play in the current inflation situation?

What challenges do central banks face in managing inflation and economic growth?

What are the implications of the Fed being behind the curve in terms of inflation management?

How does the RBA's approach to monetary policy differ from market expectations?

In what ways is the economic situation in Japan different from that of other economies discussed?