June BOJ: What's Really Happening
A differentiated assessment and take on Bank of Japan's very strange and shady policy announcement.
Regarding the June 2024 Bank of Japan policy meeting, for which there seems to be some confusion in interpreting what happened - read my note from earlier today, published before BOJ announced policy and the subsequent Governor Ueda press conference, as that turned out to be a detailed explanation of what had ultimately transpired.
My core point and appr…
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