Even as we expect the Bank of Japan to tighten in the coming months, other regional central banks are sounding increasingly dovish. What should investors expect from 2024’s policy decisions and how will those outcomes shape financial markets?
Plus, despite widespread fears about its economic outlook, the Chinese government’s action on stimulus isn’t matching its rhetoric. What’s holding Beijing back, will officials eventually spring into action, and what does this all mean for Chinese growth this year?
Start date:
This content requires an active Capital Economics subscription to view. Please log into your account or contact support@capitaleconomics.com if you are interested in a complimentary access period.