All into Account: Regime Change: Japan to join the positive world

In this latest episode of our All into Account podcast Joyce Chang, Chair of Global Research is joined by our colleagues in Japan, Ayako Fujita, Chief Japan Economist, Tohru Sasaki, Head of Japan Macro Research, Takafumi Yamawaki, Head of Japan Fixed Income Research, Ben Shatil, Japan Senior Economist and Rie Nishihara, Head of Japan Equity Strategy, to discuss Japan’s exit from negative yields and a low inflation equilibrium, including the longer-term implications for global markets and liquidity from our recently published note J.P. Morgan Perspectives: Japan’s Big Exit: Ten Questions about Japan’s Regime Change.

Speakers:
Joyce Chang, Chair of Global Research 
Tohru Sasaki, Head of Japan Macro Research
Ayako Fujita, Chief Japan Economist
Takafumi Yamawaki, Head of Japan Fixed Income Research 
Benjamin Shatil, Japan Senior Economist
Rie Nishihara, Head of Japan Equity Strategy

This podcast was recorded on February 13, 2023.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4320561-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.