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BOJ's Ueda on inflation expectations
Ueda's comments today about anchoring inflation expectations are interesting; feels like they're trying to walk a very fine line. Watching $Y 847.79 closely, any sustained move above this level could signal further policy adjustments, impacting our Nikkei plays.
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Absolutely, it's a tough balancing act for them. I'm also curious to see how much of that is genuine policy consideration versus just managing market sentiment. Do you think they have much room to maneuver if the market decides to push Y further?