Credit Suisse's Woods Sees BOJ Tightening in Japan

The video discusses the surprising growth in Japan and its impact on BOJ's yield curve targeting. It debates the possibility of tightening despite inflation not meeting targets. The weakening dollar supports currency momentum in Japan. The upcoming US inflation print is crucial, as it affects yields and market volatility, with real 10-year yields expected to remain stable.

What factors are contributing to the surprising growth in Japan?

Discuss the implications of the BOJ potentially tightening its policies despite inflation being below target.

What role does the dollar's weakness play in the current economic landscape?

How does the current inflation situation in the US impact market volatility?

What is the significance of the 10-year real yields in the context of macro risk appetite?