Harry Ishihara
speaker
237 appearances
2 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Harry Ishihara’s voice in public audio — every appearance, attributed to the second.
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Appearances
Nav with Bill Dobby.
The weekend edition
actually feels stronger than that.
The the phrase that the BOJ is using is called that Japan is still in a moderate recovery.
That's the phrase they're using.
But to me it feels much stronger than that.
And there's evidence of that in the markets.
For example, thirty year Japanese yields, Japanese government yield, they've been creeping up.
And they've actually traded places with China thirty year yield.
The reason why they're creeping up is the biggest movement was um a higher expectation for Japan's potential growth.
That was the initial trigger and it's been creeping up.
And to me that's that's
The best evidence.
Other than that, I'll give you some anecdotal evidence.
The quality of um TV commercials has gone way up.
There's wage growth headlines all over the place, like 5%, 7% wage growth headlines every day.
There's all this over tourism, which I remember you told me that that's not just Japan, but Japanese people are being shut out of their popular destinations.
So and then uh
Let's see what else.
Yeah, uh for example from where Act 11s, um the um department stores in Japan have uh food halls.
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