CNBC: Japan Outlook, Short, Mid and Long-Term

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

Macroeconomics

We chatted with CNBC's Bernie Lo on the BOJ's September decision:- Reiterating that the BOJ's "new" policy direction was a greater reflection of the constraints under which it is operating monetary policy than a radical new easing regime (see <a href="https://www.smartkarma.com/insights/boj-from-commitment-to-discretion" target="_blank" data-smartkarma-citation="insights:6024">BOJ: From Commitment to Discretion</a> )- Reviewing the limitations under which the BOJ operates (<a href="http://www.zerohedge.com/news/2016-09-01/%C2%A59-trillion-hole-emerges-inside-bojs-balance-sheet-it%E2%80%99s-pretty-dangerous-situation" target="_blank">potential for imminent capital losses</a> offer effective limits to bond purchases going forward).- Recognising the BOJ's admission that the principal target…

We chatted with CNBC's Bernie Lo on the BOJ's September decision:- Reiterating that the BOJ's "new" policy direction was a greater reflection of the constraints under which it is operating monetary policy than a radical new easing regime (see BOJ: From Commitment to Discretion )- Reviewing the limitations under which the BOJ operates (potential for imminent capital losses offer effective limits to bond purchases going forward).- Recognising the BOJ's admission that the principal target…

Listed Index Fund JPX-Nikkei Index 400 (1592 JP)

Fink on CNBC: BOJ's Limited Options