The Bank of Japan’s policy mix is ‘not really sustainable,’ says Goldman Sachs
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Zach Pandl of the investment bank says that Japan, because of yield curve control, is “importing the volatility in the U.S. macroeconomy.”
Archive List for Asia Squawk Box
Supply elasticity in the oil market is ‘nonexistent’ at the moment, says Goldman Sachs
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Samantha Dart of the investment bank says the only “lever of adjustment” is demand destruction.
We will continue our application process to join NATO, says Swedish official
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Jan-Olof Lind, state secretary to Sweden’s minister for defense, says the country is “firm on the position.”
John Mearsheimer says Russia is not a serious threat to the United States
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John Mearsheimer, professor of political science at the University of Chicago, says the United States is pushing the Russians into the arms of the Chinese, which violates “balance of power 101.”
Buybacks are the most sensible way of returning cash, says professor
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Aswath Damodaran of the New York University Stern School of Business says dividends are, on the other hand, the most “dysfunctional” way.
Australia’s central bank has many more interest rate hikes in store, says ANZ
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David Plank of the bank says the Reserve Bank of Australia is likely to “get to neutral” by the end of the year.
Bitcoin is an inflation hedge and a ‘Big Tech dominant digital network,’ says software company
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Michael Saylor of MicroStrategy says bitcoin represents the “best of both worlds.”
Tech analyst discusses Sony’s push into PC and mobile gaming
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Damian Thong of Macquarie Capital Securities says it’s a great strategy that will prepare Sony for a “post-console future.”
Goldman Sachs discusses the stressors in China’s property market
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Kenneth Ho of the investment bank weighs in on China’s property sector and its broader economy.
We need to restore foreign business confidence in China, says BritCham
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Steven Lynch of the British Chamber of Commerce in China says Covid-19 is “dominating absolutely everything,” but is just “one strand” of uncertainty in the country.