Nomura's Willcox on Tariffs, Strong Dollar, BOJ Moves

The video discusses the impact of tariffs and supply-side measures on inflation, the current market environment for deals, and expectations for BOJ rate changes. It also covers currency forecasts and China's economic challenges, including potential stimulus measures.

What is the outlook for the Japanese markets as discussed in the text?

How does the speaker view the future of the dollar in relation to Europe?

What structural issues does the Chinese government need to address according to the text?