The week in markets - Central bank love

In this episode of the week in markets, Julius Baer Equities Analyst Jen-Ai Chua discusses the nomination of Professor Kazuo Ueda as the next governor of the Bank of Japan, and the possible impact of a regime change on forex markets and Japanese equities. Across the Pacific, the release of the January inflation print in the US will either confirm or detract from the disinflationary narrative currently perpetuated by markets, with implications for future Fed funds rate decisions, the direction of bond yields and asset prices. The Julius Baer house view is for a pause in central bank rates hikes in the next three months.