Episode
Ep. 366: Mikihiro Matsuoka on Japan's Inflation, BOJ Policy Shifts, and the Weak Yen Challenge
- Published
- Jul 10, 2026
- Duration seconds
- 2641
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-366-mikihiro-matsuoka-on-japan-s-inflation-boj-policy-shifts-and-the-weak-yen-challenge/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-366-mikihiro-matsuoka-on-japan-s-inflation-boj-policy-shifts-and-the-weak-yen-challenge.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Matsuoka-San is the Chief Economist of SBI Securities in Japan. Before that, he was the Chief Economist for Japan at Deutsche Bank. Overall, he has been involved in macroeconomic analysis at research institutions and financial institutions for the past 30 years. He is known to be one of the leading Japan economists with unique insights on structural issues. Over the years , he has been highly ranked in numerous surveys , including the Institutional Investor survey. In this podcast, we discuss: The "Inconvenient Mix" of Inflation Japan's Real Neutral Interest Rate The Case for Nominal GDP Targeting Consumption Tax: Regressive Relief? Wage Growth Divergence The Working Hours Trap Fiscal Dominance and Vulnerability The Enigma of Yen Weakness Work-from-Home and Birth Rates Erosion of the US Dollar's Premium The AI/Semiconductor "Vertical Jump" US vs. Japan: Labo u r Participation Trends