Forbes (November 7)
2023/ 11/ 09 by jd in Global News
Japan “faces intensifying headwinds from abroad as its biggest trading partners slow. It’s importing inflation amid rising commodities prices…. And now the BOJ is under pressure to close the gap with rising U.S. bond yields.” Doing so, however may “choke off economic growth…. Suddenly, investors must confront the reality that free BOJ cash did the most to propel Tokyo stocks higher, not some supply-side revolution.”
Tags: Supply-side revolution