摩根士丹利：全球经济简报_每周世界观_日本通货再膨胀面临风险吗？

M Idea Global Economic Briefing | North America October 7, 2024 04:00 AM GMT Japan's government has new leadership, and we discuss what this might entail for the reflation narrative. M The Japan reflation narrative has been a key macro development for the past year. After more than two decades of zero nominal growth, we have come to an inflection point. Inflation has moved demonstrably into positive territory, and wages are clearly moving in the right direction, but any shift to a new equilibrium can be fra ...